{"name":"Essex Financial","domain":"essex.financial","url":"https://optimly.ai/brand/essex-financial","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"Essex Financial provides relationship-based wealth management and financial planning services for individuals, families, and businesses.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://essex.financial","updated_at":"2026-11-08T03:19:09.134843+00:00"},{"key":"description","label":"Description","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://essex.financial","updated_at":"2026-11-08T03:19:09.134843+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"Help clients feel confident, supported, and excited about their financial future by providing smart, personalized solutions that adapt as their lives and priorities change.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://essex.financial","updated_at":"2026-11-08T03:19:09.134843+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://essex.financial","updated_at":"2026-11-08T03:19:09.134843+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://essex.financial","source_type":"1p_website","source_label":"Brand's website","source_url":"https://essex.financial","updated_at":"2026-11-08T03:19:09.134843+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Personal, relationship-focused, confident, thoughtful, and reassuring.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://essex.financial","updated_at":"2026-11-08T03:19:09.134843+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"2003","source_type":"1p_website","source_label":"Brand's website","source_url":"https://essex.financial","updated_at":"2026-11-08T03:19:09.134843+00:00"},{"key":"headquarters","label":"Headquarters","shape":"text","content":"Connecticut, with offices in Essex, Farmington, Madison, and Southport.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://essex.financial","updated_at":"2026-11-08T03:19:09.134843+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"Subsidiary of Essex Bank.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://essex.financial","updated_at":"2026-11-08T03:19:09.134843+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://essex.financial","updated_at":"2026-11-08T03:19:09.134843+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Comprehensive financial planning\nWealth management\nInvestment advice and management\nRetirement planning\nEmployer-sponsored retirement plan advisory services\nBusiness planning\nDivorce planning\nFiduciary guidance","source_type":"1p_website","source_label":"Brand's website","source_url":"https://essex.financial","updated_at":"2026-11-08T03:19:09.134843+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Financial planning\nBusiness planning\nRetirement planning\nDivorce planning\nWealth management solutions\nRetirement plan services","source_type":"1p_website","source_label":"Brand's website","source_url":"https://essex.financial","updated_at":"2026-11-08T03:19:09.134843+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial services, wealth management, investment advisory, and financial planning.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://essex.financial","updated_at":"2026-11-08T03:19:09.134843+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Individuals, families, businesses, households, and employer-sponsored retirement plans across Connecticut and beyond.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://essex.financial","updated_at":"2026-11-08T03:19:09.134843+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://essex.financial","updated_at":"2026-11-08T03:19:09.134843+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Building and managing wealth\nRetirement planning\nInvestment advice and portfolio strategy\nBusiness planning and long-term business success\nEmployer-sponsored retirement plan advisory services\nDivorce financial planning\nProtecting assets and preserving wealth\nPlanning for a child's college education","source_type":"1p_website","source_label":"Brand's website","source_url":"https://essex.financial","updated_at":"2026-11-08T03:19:09.134843+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Greater confidence and peace of mind in financial decisions\nPersonalized strategies aligned with individual goals and values\nSupport for building, growing, preserving, and protecting wealth\nFinancial plans that adapt as life circumstances change\nClear guidance through retirement and other major life transitions\nLong-term personal and business financial success","source_type":"1p_website","source_label":"Brand's website","source_url":"https://essex.financial","updated_at":"2026-11-08T03:19:09.134843+00:00"}]}],"last_refreshed_at":"2026-11-08T03:19:09.141585+00:00","last_changed_at":"2026-11-08T03:19:09.150992+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=7896e872-e59c-44c0-935a-6532b7d289ef"}