The considerable backing of exceptional resources
Financial Strength & Soundness
Aligned with industry leaders
Custody and clearing services
Through our affiliations with Pershing Advisor Solutions LLC, a BNY Mellon company, and Fidelity Brokerage Services LLC, Essex Financial clients are aligned with acknowledged industry leaders in global brokerage execution, clearance and custody. Assets held in custody by Pershing and Fidelity are protected by the Securities Investor Protection Corporation (SIPC®) for up to $500,000 in value, including $250,000 in cash awaiting reinvestment. In addition, both Pershing and Fidelity provide coverage in excess of SIPC limits. This includes an aggregate loss limit of $1 billion for eligible securities over all client accounts, with a per-client loss limit of $1.9 million for cash awaiting reinvestment within that aggregate loss limit.
A safe financial harbor
Reserves that exceed the norm
Since 1851, Essex Savings Bank has been a safe financial harbor for residents and businesses in the Connecticut River Valley. As a subsidiary of Essex Savings Bank, our firm benefits from this solid financial foundation. The capital reserves of Essex Savings Bank far exceed the FDIC requirement to be considered a well capitalized bank. As a local mutual savings bank, it also contributes up to 10% of after-tax net income back to local charities.
ENDURING VALUES WE BRING TO LIFE
CLEAR & INDEPENDENT THINKING
There’s nothing quite as assuring in life as knowing your financial future is in good hands. With Essex Financial as your guide, this feeling of safety and soundness is something our clients come to value.Stay in Good Hands
RELATIONSHIPS BEYOND MONEY
From the outset, Essex Financial has realized the importance of human interaction in our work. To this day, a key factor for us to match the right advisor to the right client.The Importance of Human Interaction
TAKING CARE OF THE DETAILS
In partnership with our team of Financial Advisors, our Relationship Managers deliver outstanding personalized service to our clients.DEDICATED AND KNOWLEDGEABLE