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 18 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 16 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 29 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 9 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 26 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 29 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 17 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 22 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 16 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 30 years of experience in the finance industry.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.