Essex Financial has been offering highly personalized financial advice to clients since 2003. We take great pride in our ability to customize wealth management solutions to fit the individualized needs of each client. Our independent wealth management firm includes a team of 23 experienced financial advisors who manage or oversee in excess of $4.0 billion. Our services include the creation and ongoing management of comprehensive financial plans, investment management , tax planning, estate planning, corporate retirement plans, insurance, college education planning, philanthropy and retirement planning. Our wide range of knowledge allows us to create an individualized plan for everyone from high net-worth individuals and families to government municipalities, small businesses and charitable organizations. 

Investment Advisory Services offered through Essex Financial Services, Inc., a Registered Investment Advisor. A subsidiary of Essex 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 Simplicity Investments, Member FINRA/SIPC, 475 Springfield Avenue, Suite 1, Summit, NJ 07901. (303) 797-9080. Essex Financial and Essex Bank are not affiliated with Simplicity Investments. 

Advisory services are only offered to clients or prospective clients where Essex Financial Services and its representatives are properly licensed or exempt from licensure.

Essex Financial

This office at 176 Westbrook Road specializes in financial advisory services, supporting clients' financial growth and planning.

176 Westbrook Road

Susan R.

This department provides expert financial advice and planning to clients to help them achieve their financial goals.

Financial Services

This department provides guidance and strategies to clients on financial planning and investment management.

Essex Financial

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Teams

Financial Services

Financial Advisory

Offices

Essex Financial

Org chart

Teams

Financial Services

Financial Advisory

Offices

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