Singular focus on your unique needs
A Client-Centric Approach to Wealth Management
Essex Financial advisors take a client-centric approach to wealth management and planning. Our success in growing our business is largely due to our singular focus on the unique needs of our clients and our willingness to go beyond what they would normally expect from an advisor relationship in terms of providing service. As a result, client referrals are among the most important ways we meet new clients. In fact, over 90% of our clients are referred to us from other clients and professionals. We are extremely gratified that our clients feel so strongly about recommending us.
Our core investment strategies are based on the input of our Investment Committee, a team of our top financial advisors and members of senior management. Through the years, the firm and a number of its Financial Advisors have been recognized by industry leading publications for their excellence.
This focus on clients has produced a continued stream of recognition that heightens the visibility and credibility of our firm, while helping to position us for continued growth.
providing value through a hands-on, highly personalized approach
A proven track record for prudent advice
Since 2003, Essex Financial, has distinguished itself by providing value to our clients through a hands-on, highly personalized approach to their financial needs. We pride ourselves on our independence and ability to create custom financial solutions for our clients.
Today, with in excess of $2.7 billion in assets under management or administration, Essex Financial operates as a subsidiary of Essex Savings Bank, with 19 financial advisors providing comprehensive financial planning and wealth management services to more than 4,400 households and businesses in Connecticut and beyond.
Applying a wealth of knowledge to serve the greater good
Wherever you find earnest initiatives and good works in our community at large, chances are you’ll find one or several of our Essex Financial advisors. The ways we contribute to the community are many including corporate sponsorships, participation on boards and committees for numerous civic and charitable organizations, and active involvement in a host of community and local events.