Our story

A proven track record for prudent advice.

Since 2003, Essex Financial Services, Inc., has distinguished itself by providing value to our clients through a hands-on, highly personalized approach to their financial needs. We pride ourselves on our independence and ability to create custom financial solutions for our clients.

Today, with in excess of $3.6 billion in assets under management or administration, Essex Financial Services operates as a subsidiary of Essex Savings Bank, with 21 financial advisors providing comprehensive financial planning and wealth management services to more than 4,400 households and businesses in Connecticut and beyond.

The firm has offices in Essex, Madison, Southport, and Farmington.

Contact

860-767-4300

Highlights

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