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Pershing Advisor Solutions

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Management Team
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Services

Financial Planning
Business Planning
Retirement Planning

Community

News

Contact

Fidelity
Pershing Advisor Solutions

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Essex Financial and the three sails logo are trademarks owned by Essex Financial Services, Inc. Any other marks are the property of their respective owners.

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Locations
Main Office
176 Westbrook Road
Essex, CT 06426
(860) 767-4300

Careers Important Information Privacy Policy Terms of Use Form CRS

Investment advisory services offered through Essex Financial Services, Inc., a registered investment advisor. A subsidiary of Essex 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.

Securities offered through Simplicity Investments, Member FINRA/SIPC, 475 Springfield Avenue, Suite 1, Summit, NJ 07901. (303) 797-9080. Essex Financial and Essex Bank are not affiliated with Simplicity Investments. To view the Client Relationship Summary for Simplicity Investments, please click here.

Forbes published this year's Best-In-State Wealth Advisors List, as compiled by SHOOK Research, on April 8, 2025. SHOOK Research announced that Essex Financial has been selected as one of the Top Registered Investment Advisory Firms in the United States for 2025 by Forbes on October 1, 2025. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Forbes or SHOOK may receive a fee in exchange for marketing materials.