Essex Financial named to Forbes Top Registered Investment Advisory List

November 22, 2024 - Connecticut

Essex, CT According to SHOOK Research, Essex Financial has been selected as one of its Top Registered Investment Advisory (RIA) firms in the U.S. for 2024 by Forbes.

“We take great pride in being recognized by Forbes as one of the nation’s top Registered Investment Advisory firms for the third consecutive year,” said Chuck Cumello, president and CEO of Essex Financial.

“This incredible achievement is not just a reflection of our work, but a testament to the trust our clients have placed in us. We are truly grateful for their partnership and support, which drives us every day to provide exceptional service.

This recognition is a result of the hard work,dedication,and commitment to four financial advisors and our entire team. Each member has played a vital role in upholding our values and ensuring that we meet our client’s financial needs with the utmost care and diligence We remain focused on providing highly personalized strategies and insights to help our clients achieve their goals.

We are incredibly thankful for the trust our clients place in us to manage their wealth and to assist them in planning for their financial future and life goals. Our commitment to providing exceptional service and tailored financial strategies remains our top priority This recognition motivates us to continue to strive for excellence and to work tirelessly on their behalf,”said Chuck Cumello, president & CEO of Essex Financial.

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