Essex Financial
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Overview
Tagline Brand's website · 2026-11-08
Essex Financial provides relationship-based wealth management and financial planning services for individuals, families, and businesses.
Description Brand's website · 2026-11-08
Essex Financial is a Connecticut-based wealth management and financial planning firm offering personalized, fiduciary-focused guidance. Since 2003, it has helped clients protect and grow wealth, plan for retirement, navigate major life changes, and pursue long-term financial goals. The firm has offices in Essex, Farmington, Madison, and Southport, Connecticut.
Identity
Mission Brand's website · 2026-11-08
Help clients feel confident, supported, and excited about their financial future by providing smart, personalized solutions that adapt as their lives and priorities change.
Founders & leadership Brand's website · 2026-11-08
Management leadership includes Charles R. Cumello, Jr., President & Chief Executive Officer; Susan Roth, Chief Operating Officer; and Nancy Stillman, Chief Compliance Officer. The management team is supported by an Investment Working Group of experienced advisors and senior leaders. The board of directors is chaired by Doug Paul.
Website Brand's website · 2026-11-08
https://essex.financial
Voice & tone Brand's website · 2026-11-08
Personal, relationship-focused, confident, thoughtful, and reassuring.
Founded Brand's website · 2026-11-08
2003
Headquarters Brand's website · 2026-11-08
Connecticut, with offices in Essex, Farmington, Madison, and Southport.
Parent ownership Brand's website · 2026-11-08
Subsidiary of Essex Bank.
Offerings
Problem solved Brand's website · 2026-11-08
Helps individuals, families, and businesses make informed financial decisions, manage and grow wealth, prepare for retirement, protect assets, and navigate complex financial transitions with personalized guidance.
Core capabilities Brand's website · 2026-11-08
- Comprehensive financial planning
- Wealth management
- Investment advice and management
- Retirement planning
- Employer-sponsored retirement plan advisory services
- Business planning
- Divorce planning
- Fiduciary guidance
Products / SKUs Brand's website · 2026-11-08
- Financial planning
- Business planning
- Retirement planning
- Divorce planning
- Wealth management solutions
- Retirement plan services
Audience
Target industry Brand's website · 2026-11-08
Financial services, wealth management, investment advisory, and financial planning.
Customer base Brand's website · 2026-11-08
Individuals, families, businesses, households, and employer-sponsored retirement plans across Connecticut and beyond.
Ideal customer profile Brand's website · 2026-11-08
Individuals, families, and businesses seeking personalized wealth management, financial planning, retirement planning, investment advice, and fiduciary guidance, including clients navigating retirement, inheritance, business or property sales, marriage, divorce, or education planning.
Use cases Brand's website · 2026-11-08
- Building and managing wealth
- Retirement planning
- Investment advice and portfolio strategy
- Business planning and long-term business success
- Employer-sponsored retirement plan advisory services
- Divorce financial planning
- Protecting assets and preserving wealth
- Planning for a child's college education
Customer outcomes Brand's website · 2026-11-08
- Greater confidence and peace of mind in financial decisions
- Personalized strategies aligned with individual goals and values
- Support for building, growing, preserving, and protecting wealth
- Financial plans that adapt as life circumstances change
- Clear guidance through retirement and other major life transitions
- Long-term personal and business financial success
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Claim Essex Financial — free →Page last updated 2026-11-08.