Essex Financial Announces Strategic Partnership with Sheptoff Financial Planning
Essex, CT — Essex Financial has announced a strategic partnership with Mark Sheptoff Financial Planning, LLC, a well-known and highly respected Registered Investment Advisory firm located in Glastonbury, CT. This mutually beneficial partnership agreement allows Essex Financial and Mark Sheptoff Financial Planning to work together to provide world class wealth management and financial planning services to clients.
“We are very selective when forming strategic partnerships as a succession plan for advisors. Mark has built a tremendous reputation over his entire career, and his dedication to his clients over the past 22 years as an Investment Advisor aligns perfectly with our firm’s mission and values,” stated Chuck Cumello, President and CEO of Essex Financial, “We are excited to have the privilege of working with Mark and his staff to help his clients achieve their financial goals.”
Mr. Sheptoff is a Personal Financial Specialist, an Investment Advisor Representative, and a Certified Public Accountant. He has been recognized by Fidelity Investments for investment firm growth, and has been recognized by Wealth Manager magazine, Financial Advisor magazine, Accounting Today magazine and CONNECTICUT magazine. Prior to starting his own financial planning company in 1997, Mr. Sheptoff co-founded one of the larger independent Public Accounting firms in Connecticut, Sheptoff, Reuber & Company, P.C. He is a member of the American Institute of Certified Public Accountants, PFS Division, and the Connecticut Society of Certified Public Accountants. He is an Incorporator of Liberty Bank and has served on several boards of directors including Glastonbury Bank & Trust, TD Banknorth Connecticut, The Rushford Center and Rushford Foundation. Mark is a current member of the Board of Directors for the Equus Foundation. Mr. Sheptoff manages or oversees approximately $365 million in client assets.
“I looked for a suitable partner for over five years. My goal was to find a firm that I could work with that has the same philosophy and client-first culture that I have and is reliable and trustworthy. I wanted a firm I felt comfortable working with for the benefit of my clients. Essex Financial is an ideal fit for me, my staff and most of all, my clients,” stated Sheptoff. “I believe, together, we can provide excellent service and wealth management expertise to help our clients reach their personal and financial goals.”
Since 2003, Essex Financial has distinguished itself by providing value to its clients through a hands-on, highly personalized approach to their wealth management and financial planning needs. Today, it is one of the largest independent Registered Investment Advisory and brokerage firms in Connecticut with $2.8 billion in assets under management or administration. Essex Financial operates as a subsidiary of Essex Savings Bank, with 19 financial advisors and office locations in Essex, Farmington and Southport, providing comprehensive financial planning and wealth management services to more than 3,000 households and businesses in Connecticut and beyond.
For more information, please contact Chuck Cumello at 860-767-4300 or ccumello@essex.financial.