Reopening Education: The Path Forward

Published by essexfinancial

Essex Financial Services is a premier, independent wealth management firm headquartered in Essex, CT with additional offices in Southport and Farmington, CT. We have a team of 19 seasoned Financial Advisors who use a consultative approach to provide our clients with a range of services including the creation and ongoing management of comprehensive financial plans, investment management , tax planning, estate planning, corporate retirement plans, insurance, college education planning, philanthropy and retirement planning. We currently manage or oversee in excess of $2.46 billion and operate as an independent wealth management firm. Our clients include high net worth individuals and families, small businesses, foundations, and charitable organizations. Our experienced team of financial advisors manage or administer $2.46 billion in assets. All are Registered Investment Advisors operating under the fiduciary standard, meaning we are bound by law to operate by placing our clients’ interests ahead of our own. Securities and Investment Advisory Services offered through Essex Financial Services, Inc., a Registered Investment Advisor, Member FINRA, SIPC. A subsidiary of Essex Savings Bank. The securities and insurance products offered through Essex Financial Services, Inc. are not a deposit of, or other obligation of, or guaranteed by any bank, or an affiliate of any bank, are not insured by the FDIC or any other agency of the United States, the Bank or an affiliate of the bank and involve investment risk, including the possibility of a loss of the principal amount invested. View more posts