Joe Connolly shares the success story of Essex Financial, a prominent wealth management firm in Connecticut. Chuck Cumello, the president of Essex Financial, emphasizes understanding risk tolerance through real dollar scenarios. The company's growth is largely attributed to referrals from existing clients. Essex Financial collaborates with top professionals, including attorneys and CPAs, to offer comprehensive services such as tax planning and estate management. With offices in several Connecticut locations and managing $3.9 billion in client assets, Essex Financial is recognized as a top RIA firm by Forbes Shook Research.
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