Essex Financial has been offering highly personalized financial advice to clients since 2003. We take great pride in our ability to customize wealth management solutions to fit the individualized needs of each client. Our independent wealth management firm includes a team of 20 experienced financial advisors who manage or oversee in excess of $3.085 billion. Our services include 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. Our breadth of knowledge allows us to create an individualized plan for everyone from high net-worth individuals and families to government municipalities, small businesses and charitable organizations. For further information or to get assistance for your wealth management and financial planning needs, please contact Ron Nelson at rnelson@essex.financial or 860-767-4300. Investment Advisory Services offered through Essex Financial Services, Inc., a Registered Investment Advisor. 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 loss of the principal amount invested.
View Top Employees from Essex Financial Services, IncWebsite | http://essex.financial |
Revenue | $13 million |
Funding | $350000 |
Employees | 45 (42 on RocketReach) |
Founded | 2003 |
Address | 176 Westbrook Road, Essex, Connecticut 06426, US |
Phone | (860) 767-4300 |
Fax | (860) 767-4310 |
Technologies |
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Industry | Financial Services, Finance General, Finance, Wealth Management |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
Looking for a particular Essex Financial Services, Inc employee's phone or email?
The Essex Financial Services, Inc annual revenue was $13 million in 2024.
42 people are employed at Essex Financial Services, Inc.
Essex Financial Services, Inc is based in Essex, Connecticut.
The NAICS codes for Essex Financial Services, Inc are [52, 523, 52393, 5239].
The SIC codes for Essex Financial Services, Inc are [628, 62].