Essex Financial’s James Sullivan interviews with Coryanne Hicks from U.S. News.
“Everybody needs to define a [savings] hierarchy for themselves,” says James Sullivan, vice president and financial advisor at Essex Financial in Essex, Connecticut….” Read the whole US News article
Part 1 of 2
Chuck Jaffe — Money Life: Today our conversation is going to be with Chuck Cumello. He’s the president and chief executive officer at Essex Financial. If you want more information, it’s Essex DOT Financial. Yeah, the whole thing written out — www.Essex.financial — and it’s worth getting there to take…
Essex Financial: A little about us.
Essex Financial advisors take a client-centric approach to wealth management and planning. Our success in growing our business is largely due to our singular focus on the unique needs of our clients and our willingness to go beyond what they would normally expect from an advisor relationship in terms of providing service. As a result, client referrals are among the most important ways we meet new clients. In fact, over 90% of our clients are referred to us from other clients and professionals. We are extremely gratified that our clients feel so strongly about recommending us.