A client-centric approach to wealth management and planning
An exemplary record of success across the region and beyond
Our success in growing our business is largely due to our singular focus on the unique needs of our clients and our willingness to go beyond what they would normally expect from an advisor relationship in terms of providing service.
About Essex FinancialAbout
Financial Strength & Soundness
The considerable backing of exceptional resources
A Safe Financial HarborCapabilities
Guiding Your Business
Taking care of your business in a variety of ways, with you in mind.
Take Care of Your BusinessNews
James Sullivan featured in PlanAdviser
James Sullivan has contributed to an article in planadviser. To read the full article on how Limited 529 Plan Knowledge Holds Savers (and Advisers) Back click below: Limited 529 Plan…
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