A complete list of active advisors currently associated with Essex Financial Services, Inc.

Warmer can help you find a great advisor at Essex Financial Services, Inc. or one who fits your needs even better.

Essex Financial serves individuals and high‑net‑worth clients as well as a range of institutional clients including corporations, retirement plans, trusts, foundations, charitable organizations and municipalities. The firm offers customized wealth management, financial planning, retirement‑plan advisory, and access to third‑party managed account and independent manager programs. Essex typically constructs diversified, long‑term portfolios that emphasize low‑cost mutual funds and ETFs but may also use individual securities, private investments or third‑party managers; it provides both discretionary and non‑discretionary management and conducts ongoing oversight and due diligence. The adviser maintains institutional platform relationships (including custody and managed‑account arrangements with major custodians and aggregators) and integrates unified managed account models and independent managers into client solutions, with a stated account guideline used in portfolio implementation. Distinctive aspects include its ownership by a bank (Essex Bank), which creates formal referral, trustee and custody linkages that the firm discloses and oversees, and its operation as a dually licensed insurance agency with some advisory persons also acting as registered representatives—relationships that can produce commission‑based conflicts of interest. The firm has recorded regulatory disclosure events (SEC matters addressing past solicitation and mutual‑fund share‑class practices with associated remediation and disgorgement) and explicitly serves municipal/state clients and provides trustee services, attributes that are less common among multi‑team peers.

To learn more about the advisors currently working at Essex Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.