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Home > Financial Services > Stock Brokers > Essex Financial Services, Inc.
Essex Financial Services, Inc.
Essex Financial Services, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The Company is a full service independent provider of financial products and services with in excess of $1 billion in assets under management. They are financial planners and advisors to more than 750 individuals and businesses in Connecticut and across the U.S. As a subsidiary of Essex Savings Bank, an institution founded in 1851 to serve the residents and merchants of the Connecticut River valley, Essex Financial Services provides a full complement of financial products and services.
Their clients’ financial well-being is their foremost objective. Markets may rise and fall and financial demands ebb and flow, but at Essex Financial Services, these principles remain constant such as they believe that all clients, regardless of earnings or asset size deserve their full attention and most rigorous efforts, they earn and keep the trust of their clients, they offer knowledge, service and independent advice, they listen well and communicate openly and clearly and they consistently deliver financial products and services of the highest quality.
The Company can perform sophisticated risk analyses and make recommendations on alternative strategies including such as Exchange funds, Hedge funds, Managed futures funds, Limited partnerships, Real Estate Investment Trusts, Venture capital funds.
They have a team of financial professionals knowledgeable across a range of products and services. They can personally manage your accounts and advise you on everything from retirement plans and annuities to stock, bond and options trading to complex alternative investment strategies.
The Company understands that there is an abundance of financial products to choose from. Through their financial planning services, they can help you select the products that best meet your financial goals.
Their commitment to their family of employees, high quality of work, strong customer satisfaction, and giving back to the community, the company will continue to flourish in the 21st century and beyond. Treating customers fairly, delivering quality products and services, and their highly skilled workforce are the key elements to their longevity and success.
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