Essex Financial

Essex Financial belives in a client-centric approach to wealth management.

Essex Financial, aka Essex Financial Services, has a team of 22 seasoned Financial Advisors. We currently manage or oversee in excess of $3.3 billion and operate as an independent wealth management firm. Our services include retirement planning, tax planning, estate planning, pensions, insurance, education planning, and philanthropy. Essex Financial create customized financial solutions that focus on the needs and interests of each individual client and take great pride in their personalized client relationships. They work with high net-worth individuals, and with charitable organizations, government municipalities, family groups and small businesses. Their assistance can make a substantial difference in the security of an individual or company’s investment strategy and in its performance.