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Essex Financial honored for 3rd consecutive year by being named to the Forbes 2024 Top RIA List

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August 1, 2022

Ice Cream Sundae Happy Hour with our Essex Financial team & their families!

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Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.

Investment advisory services offered through Essex Financial Services, Inc., a registered investment advisor. A subsidiary of Essex Savings 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 The Leaders Group, Inc., Member FINRA/SIPC, 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120. (303) 797-9080. Essex Financial and Essex Savings Bank are not affiliated with The Leaders Group, Inc. To view the Client Relationship Summary for The Leaders Group, Inc., please click here.

On October 8, 2024, SHOOK Research announced that Essex Financial has been selected as one of the Top Registered Investment Advisory Firms in the United States for 2024 by Forbes. 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.

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