ESSEX FINANCIAL ADVISORS: TIM FURGUESON, MICHAEL LARIVIERE, KEVIN NOLAN, BILL TAIT & JAMES SULLIVAN NAMED TO FORBES’ 2024 BEST-IN-STATE WEALTH ADVISORS LIST
Essex, CT (April 4, 2024) Essex Financial today announced that Tim Furgueson, Michael LaRiviere, Kevin Nolan, Bill Tait, and James Sullivan have been selected to the 2024 Forbes Best-in-State Wealth Advisors list, which honors top performing wealth management and financial planning advisors in each state. This is the fourth consecutive year that Tim Furgueson has been included on this prestigious list and the second year for both Michael LaRiviere and Kevin Nolan.
“The entire Essex Financial team is extremely proud of this wonderful recognition from Forbes for Tim, Mike, Kevin, Bill, and James” said Charles R Cumello Jr., President & CEO of Essex Financial. “These gentlemen exhibit the best of what makes a Financial Advisor a trusted partner and advocate for their clients. The recognition from Forbes is a great testament to the hard work that they put forth every day to ensure that their clients achieve their financial and life goals.”
Data provided by SHOOK® Research, LLC. Data as of 6/30/23.
“Source: Forbes.com (April 3, 2024).” Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC.
For more information, please contact Chuck Cumello, President and CEO of Essex Financial, at 860-767-4300 or ccumello@essex.financial.
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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.