Services
Comprehensive Wealth Management Capabilities
At Essex Financial, we provide personalized strategies designed to help you build, protect, and transition your wealth with confidence. Our experienced advisors deliver tailored wealth management solutions across three core areas—Financial Planning, Retirement Planning, and Business Planning—to support every stage of your financial journey.
Your Financial Future Is In Good Hands
With Essex Financial as your guide, the feeling of being safe and sound is something our clients come to value. This begins to explain why our clients place great importance on the guidance we provide. It’s also why they tend to stay with us for a very long time.
Financial Planning
We design personalized financial plans to help you grow, protect, and manage your wealth over time. From investment management and tax-efficient strategies to budgeting and debt reduction, our team ensures your plan adapts to life’s transitions—including marriage, children, career changes, and divorce—so you can move forward with confidence.
Business Planning
For business owners, we offer strategies to optimize operations, protect assets, and plan for eventual succession or retirement. From cash flow management to exit strategies, our team helps you align your business goals with your personal financial future.
Retirement Planning
Essex Financial provides retirement plan services for employers that support both their business goals and the financial well-being of their employees. Our team assists with 401(k), 403(b), SEP, Simple IRA, and other employer-sponsored plans, offering investment monitoring, and customized strategies to optimize performance. We also provide employee education to help participants prepare for retirement with confidence.