Welcome to the Blog for Essex Financial!
About Essex Financial
Essex Financial is a premier wealth management firm founded in 2003. Essex Financial’s headquarters is located in Essex, with operations in Southport and Farmington, Connecticut as well. We work with our clients to provide them with one of our many services, including philanthropy, pensions, tax planning, estate planning, retirement planning, insurance, and education planning, among others.
We work with clients across the board, ranging from charitable organizations to small businesses to high net worth families to individuals within our portfolio of $2.46 billion, overseen by our curated team of 19 seasoned financial advisors. We determine the best course of action for each of our clients by beginning our relationship through an in-depth conversation where we establish milestones that need to be met. This helps us pair our clients with the right advisor to meet their needs.
Here at Essex Financial, all of our Registered Investment Advisors (RIAs) uphold the fiduciary standard, meaning we’re bound by law to operate by placing our clients’ needs ahead of our own.
Learn more about Essex Financial on our websites:
What to Include in an Emergency Financial Kit
In the event of a natural disaster or other unexpected emergency, it’s vital that you move quickly and limit the amount of time you spend scrambling for essentials. In addition to having a bag packed with necessary items like medicine, food and clothing, you should also have an emergency financial kit ready to go. ThisContinue reading “What to Include in an Emergency Financial Kit”
Reopening Education: The Path Forward
Essex Financial is pleased to announce Sean Flynn has been selected to join a panel discussing the Reopening of Education and moving forward, Hosted by the Westchester and Fairfield County Business Journals. See the webinar here.
Follow My Blog
Get new content delivered directly to your inbox.
