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