Relationship-Based Wealth Management and Financial Planning Services
Independent guidance and tailored strategies for your personal and business financial needs.
Awards & Recognitions
Wealth Management Capabilities
Planning For Your Life
True financial planning is more than managing numbers—it’s about aligning your finances with your life’s aspirations. Our distinctive approach delivers comprehensive, personalized strategies that evolve with you over time. By deeply understanding your financial landscape, we partner with you to build wealth intentionally, adapt to life’s changes, and thoughtfully leave a lasting legacy. With Essex Financial by your side, you can navigate every phase of your financial life with confidence, purpose, and peace of mind.
Community Involvement
Essex Financial is actively involved in our community through corporate sponsorships, board memberships, and participation in local events and charitable initiatives, contributing to the greater good.
Strength in Numbers
Trusted by thousands to grow, preserve, and protect their wealth.
Connecticut-Based Wealth Management Solutions
With offices in Essex, Farmington, Madison, and Southport, Essex Financial provides customized wealth management solutions tailored to your unique needs. Featuring a client-centric approach, our team focuses on comprehensive financial planning and retirement savings strategies, helping you navigate and optimize multiple investment accounts for long-term personal and business success. Let us guide you to financial peace of mind.