Working with a team

An active partner in your financial success.

Essex financial advisors work in concert with our clients’ trusted legal counsel and accounting professionals toward the achievement of shared goals. The fact that many of our referrals come from attorneys and accountants is a testament to our collaborative approach.

At Essex, we believe our knowledge and acumen is further informed by alternate perspectives. That’s why we welcome the engagement of your entire financial team, to augment our active involvement with your portfolio.

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