News: Finance

Vocalina joins Essex Financial as a financial advisor

Essex, CT According to Essex Financial, Anthony Vocalina has joined the firm as a financial advisor. Prior to joining Essex Financial, Vocalina served for twenty years as a financial advisor at Fidelity Investments, followed by fifteen years at his own firm, Vision Wealth Management, located in Waterford, Conn. 

“We could not be happier to welcome Tony to the firm,” said Chuck Cumello, president and CEO of Essex Financial.  “His outstanding work on behalf of his clients over the past thirty years is tremendous. Tony has built a wonderful reputation in our region and he is a great addition to the Essex Financial team.”  

“I am delighted to join Essex Financial,” said Vocalina. “The firm’s approach to the business is similar to mine, which is to follow a disciplined process for selecting, monitoring and rebalancing the client’s investments in order to reach their financial goals.” 

Vocalina graduated from Eastern Connecticut State University in 1987 and earned the Accredited Investment Fiduciary (AIF) designation in 2016.   

Since 2003, Essex Financial has distinguished itself by providing value to its clients through a hands-on, highly personalized approach to their wealth management and financial planning needs. Today, it is one of the largest independent Registered Investment Advisory firms in Connecticut with $3.2 billion in assets under management or administration. Essex Financial operates as a subsidiary of Essex Savings Bank, with twenty financial advisors and office locations in Essex, Farmington and Southport, providing comprehensive financial planning and wealth management services to more than two thousand five hundred households and businesses in Connecticut and beyond.

Tags: Finance
MORE FROM Finance

Walsh and Sidel of EagleBridge Capital arrange $5.9 million construction mortgage financing for Cedarbrook Homes

Swansea, MA EagleBridge Capital has arranged construction mortgage financing in the amount of $5.9 million for Phase One of Cedarbrook Homes. The mortgage was arranged by EagleBridge senior director Brian Walsh and principal Ted Sidel who stated that the loan was provided by a leading national lender.
READ ON THE GO
DIGITAL EDITIONS
Subscribe
Columns and Thought Leadership
Are appraisers on the same page as the assessor? - by Richard Seman

Are appraisers on the same page as the assessor? - by Richard Seman

The purpose of this article is to address problematic or confusing issues which may help assessors and appraisers to better understand how to value real estate for tax assessment purposes.
Massachusetts real estate transfers  over $1 million face new tax rules as of November 1st - by Daniel Meyer

Massachusetts real estate transfers over $1 million face new tax rules as of November 1st - by Daniel Meyer

Attention to owners of real estate in the Commonwealth (and the title companies and other professionals who advise them), the Massachusetts Department of Revenue (the “DOR”) recently adopted a new “millionaire’s tax” via 830 CMR 62B.2.4
The focus on price per s/f compared to the  comparable sales used in the appraisal report - by Dennis Chanski

The focus on price per s/f compared to the comparable sales used in the appraisal report - by Dennis Chanski

Over the past several weeks, I have completed appraisal assignments for private clients. Interestingly, after submitting these appraisals, I received several phone calls – not to question the value, content, or any incorrect information, but rather to discuss the price per s/f compared to the comparable sales used in the report.
Reverse exchanges and the challenges of a competitive real estate market - by Michele Fitzpatrick

Reverse exchanges and the challenges of a competitive real estate market - by Michele Fitzpatrick

Our current, highly competitive real estate market poses specific challenges for investors who are considering taking advantage of a tax-deferred 1031 exchange. In this market, investors will have no problem selling their current property if priced properly, but they may find it difficult to find a suitable replacement property