Essex Financial Services

  • Financial Services
  • Essex CT
  • 46 employees
  • Financial Services
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Company Overview

Headquarters
176 Westbrook Road, Essex CT
Website
essex.financial
Email
kn****@essex.financial
Phone
(860) 767-4300
Employees
46
Founded in
2003
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 52393 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 628 Companies
SIC Code 621 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$14B

Total Funding Amount

$350,000M

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Who is Essex Financial Services

## Essex Financial Services: Your Partner in Comprehensive Wealth Management Essex Financial Services is a financial advisory firm based in Essex, Connecticut. As a subsidiary of Essex Savings Bank, the company boasts a team of experienced advisors dedicated to providing personalized financial solutions to a diverse clientele. Essex Financial Services offers a wide range of services, including investment management, estate planning, tax planning, retirement planning, and insurance planning. Their expertise extends to serving high-net-worth individuals, families, small businesses, and even charitable organizations. What sets Essex Financial Services apart is their commitment to individualized financial plans tailored to each client's unique needs and goals. They leverage their extensive knowledge and experience to create comprehensive strategies that encompass all aspects of financial well-being. For more information about Essex Financial Services and their comprehensive wealth management solutions, you can contact Ron Nelson at rnelson@essexfinancial.

Essex Financial Services Industry Tags

Finance
Wealth Management
Retirement Planning
Insurance
401(k)
403(b)
Tax Planning
Estate Planning
Investments
Financial Services
Financial Advisory Services
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Essex Financial Services Tech Stack

JavaScript
HTML
PHP
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FAQ

What is the location of Essex Financial Services's headquarters?
The headquarters of Essex Financial Services are situated at 176 Westbrook Road, Essex CT
What is Essex Financial Services's phone number?
Essex Financial Services's contact number is (860) 767-4300.
What is Essex Financial Services's official website?
The official website of Essex Financial Services can be found at essex.financial.
What is Essex Financial Services's current revenue?
As of May 2013, Essex Financial Services's annual revenue reached $14B.
How many employees does Essex Financial Services currently have?
Essex Financial Services employs approximately 46+ people as of May 2013
Which industries is Essex Financial Services primarily operating in?
Essex Financial Services operates in the following industries: Finance, Credit
What are Essex Financial Services's industry tags?
Essex Financial Services's industry tags include: Finance, Wealth Management, Retirement Planning
What is Essex Financial Services's total funding to date?
Essex Financial Services has secured $350,000M as of May 2013
When was Essex Financial Services founded?
Essex Financial Services was founded in 2003.

Employee Directory

Key Employees

Cynthia Krause

Strategic Development Manager

Phone Email

Bill Tait

Financial Advisor

Phone Email

Timothy Furgueson

Vice President- Financial Advisor

Phone Email

Donna Glaras

Marketing Communications Associate

Phone Email