A commitment to higher standards that begins at the top.

A large percentage of our clients come to Essex through referrals from attorneys, accountants, pension administrators and satisfied clients. Our enviable position as a respected full-service provider for financial planning and investment strategies is being furthered through the diligent efforts of our senior management team.

Charles R. Cumello Jr.
President & Chief Executive Officer

Ronald C. Nelson
Chief Operating Officer




Michael LaRiviere earns Certified Financial Planner Designation

Michael LaRiviere earns Certified Financial Planner Designation
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David LaMay's Legacy of Giving

A life-long resident of Old Saybrook, David LaMay believes in giving back to his community. Courtesy of The Harbor News November 2, 2016

Financial Times Recognizes James Sullivan, AIF®

James Sullivan Named to 2016 Financial Times 401 Top Retirement Plan Advisers
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EFS Gives Back

Essex Financial Services Employees Send Deep River Child to Camp Rising Sun Courtesy of The Valley Courier Sept. 1, 2016