Joe Connolly highlights Essex Financial's success in assisting business owners in Connecticut with sophisticated tax planning strategies, particularly for those looking to sell their businesses. Chuck Cumello of Essex Financial explains how the firm collaborates with business brokers and provides clients access to various resources. Essex Financial, recognized by Forbes Shook Research, offers independent, wealth management, financial, and tax planning services, managing $3.9 billion in assets. For more information, visit wabcradio.com/joe.
On October 8, 2024, SHOOK Research announced that Essex Financial has been selected as one of the Top Registered Investment Advisory Firms in the United States for 2024 by Forbes. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
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