Open Modal
brian-kilmeade-2

On Air Now

Brian Kilmeade
Weekdays 10AM-Noon
logo-1071-talkradio-png-2
brian-kilmeade-2

On Air Now

Brian Kilmeade
Weekdays 10AM-Noon

Independent Strategies for Ultimate Wealth Management | 01-22-25

Facebook
Twitter
LinkedIn
Email

Joe Connolly highlights the success of Essex Financial, which has been named a Forbes Top Registered Investment Advisor for the third consecutive year. President Chuck Cumello discusses the advantages of their independent, client-focused approach that attracts even Wall Street professionals. Essex Financial provides wealth management and financial planning services to various clients, including individuals, families, non-profits, and business owners. With 20 skilled advisors managing $3.9 billion in assets, Essex Financial has been recognized for its excellence by Forbes Shook Research. With offices in Southport, Essex, Madison, and Farmington, Connecticut, Essex Financial aims to help clients achieve their financial goals.

Learn more about your ad choices. Visit megaphone.fm/adchoices

 

More Episodes

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
Joe Connolly discusses a new collaboration between CCNY and MIT that offers a joint business and technology certificate aimed at talented individuals who
Joe Connolly interviews Bill Allett, a leading professor on business growth at MIT’s Martin Trust Center, about key indicators of business success beyond
Joe Connolly discusses the impact of artificial intelligence on business growth with Bill Aulet from MIT’s Martin Trust Center. Bill emphasizes the crucial
Joe Conley introduces legal expert John D’Agostino of D’Agostino & Associates, who advises against rushing into legal settlements to avoid appearing desperate. D’Agostino
Joe Connolly highlights attorney John D’Agostino of D’Agostino & Associates, discussing his dedication to personal injury law. John emphasizes representing real people in
Joe Connolly features John D’Agostino of D’Agostino & Associates, a firm specializing in personal injury law. John shares how his father’s construction accident,
Joe Connolly discusses how the Ray Catena family of luxury car dealerships, represented by Jim Buchanan, is leveraging Certified Pre-Owned (CPO) cars to
Joe Connolly shares an inspiring story from Jim Buchanan of the Ray Catena family of car dealerships. Jim emphasizes the importance of employee
Joe Connolly shares the inspiring business success story of Ray Catena, who transformed a used car lot in Kearney during the 1960s into
Loading...