Essex Financial Services

EST. AUM
$4,169,984,114

CONTACTS
20

CLIENT ACCOUNTS
7,143

Firm Details

Metro area Hartford
CRD Number 127549
Website essexfinancialservices.com
Client types

Overview

Essex Financial Advisors adopts a client-centric approach to wealth management and planning. The firm's success in business growth is attributed to its unwavering focus on the unique needs of clients and its commitment to exceeding expectations in service delivery. Consequently, client referrals play a crucial role in acquiring new clients, with over 90% of new clients coming from existing clients and professionals. The firm's core investment strategies are developed by its Investment Committee, which comprises top financial advisors and senior management. This dedication to client service has garnered recognition from leading industry publications, enhancing the firm's visibility and credibility while positioning it for sustained growth.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Essex Financial Services

Platform Details

Investment Preferences

Alternative Activity

Address

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