Essex Financial Services, Inc.

Essex Financial Services, Inc. (CRD# 127549) is a financial advisory firm headquartered in Essex, CT. They manage $2,704,386,191 in 5,287 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,704
    MILLION
  • Total Number of Accounts
    5,287
    ACCOUNTS
  • Average Account Value
    $511,516
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA

Financial Advisors at Essex Financial Services, Inc.
Showing 1 - 10 of 33 top financial advisors.
1
Robert J. Marcinek
CRD#: 4559959
176 Westbrook Rd, Essex, CT 06426
96
Wealthminder
score

Robert Marcinek (CRD# 4559959) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 17 years of experience in the finance industry. Robert Marcinek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert Paolucci
CRD#: 4292225
99 Durham Rd, Madison, CT 06443
96
Wealthminder
score

Robert Paolucci (CRD# 4292225) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Madison, CT and has over 15 years of experience in the finance industry. Robert Paolucci has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Robert E. Belknap
CRD#: 17266
176 Westbrook Rd, Essex, CT 06426
93
Wealthminder
score

Robert Belknap (CRD# 17266) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 28 years of experience in the finance industry.

4
Dennis M. Cadwell
CRD#: 5746374
176 Westbrook Road, Essex, CT 06426
93
Wealthminder
score

Dennis Cadwell (CRD# 5746374) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 8 years of experience in the finance industry.

5
Charles R. Cumello
CRD#: 2120572
99 Durham Rd, Madison, CT 06443
93
Wealthminder
score

Charles Cumello (CRD# 2120572) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Madison, CT and has over 25 years of experience in the finance industry.

6
Jeb N. Embree
CRD#: 200800
176 Westbrook Rd, Essex, CT 06426
93
Wealthminder
score

Jeb Embree (CRD# 200800) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 28 years of experience in the finance industry.

7
Anthony J. Fortuna
CRD#: 3136064
176 Westbrook Rd, Essex, CT 06426
93
Wealthminder
score

Anthony Fortuna (CRD# 3136064) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 16 years of experience in the finance industry.

8
William T. Furgueson
CRD#: 2554975
176 Westbrook Rd, Essex, CT 06426
93
Wealthminder
score

William Furgueson (CRD# 2554975) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 21 years of experience in the finance industry.

9
Cherish L. Genova
CRD#: 4331468
32 Main St, Farmington, CT 06032
93
Wealthminder
score

Cherish Genova (CRD# 4331468) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Farmington, CT and has over 15 years of experience in the finance industry.

10
Elizabeth A. Haas
CRD#: 1407406
176 Westbrook Road, Essex, CT 06426
93
Wealthminder
score

Elizabeth Haas (CRD# 1407406) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 29 years of experience in the finance industry.

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