ESSEX FINANCIAL
Named to
FORBES 2024 TOP RIA FIRMS LIST
SHOOK Research announced that
ESSEX FINANCIAL has been selected as one of the
TOP REGISTERED INVESTMENT ADVISORY FIRMS
in the United States 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. 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 of our
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,” stated Chuck Cumello,
President & CEO of Essex Financial.
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 $3.8 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, Madison and
Southport, providing comprehensive financial planning and wealth management services to more than
2,700 households & businesses in Connecticut and beyond.
Data provided by SHOOK® Research, LLC. Data as of December 31, 2023. Announcement of Forbes America’s Top RIA Firm
ranking made by SHOOK Research on October 8, 2024 Source: Forbes.com (October, 2024) Forbes America’s Top RIA Firm
ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking
algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records.
firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment
performance is not a criterion because clent objectives and risk tolerances vary, and advisors rarely have audited performance
reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm.
and are not indicative of future performance or representative of any one clent’s experience. Past performance is not an indication
of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more
information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
ESSEX FINANCIAL
For more information, please contact Chuck Cumello
at 860-767-4300 or [email protected]
Investment Advisory Services offered through Essex Financial Services, Inc., a Registered Investment Advisor. A subsidiary of Essex
Savings Bank. The securities and insurance products offered through Essex Financial Services, Inc., are not a deposit of, or other
obligation of, or guaranteed by any bank, or an affiliate of any Bank, are not insured by the FDIC or any other agency of the United States,
the Bank or an affiliate of the bank and involve investment risk, including the possibility of loss of the principal amount invested
Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 West Dry Creek Crcle, Suite 800, Litleton, CO 80120.
(303) 797-9080. Essex Financial and Essex Savings Bank are not affiliated with The Leaders Group, Inc. ESSEX FINANCIAL Named to FORBES 2024 TOP RIA FIRMS LIST SHOOK Research announced that ESSEX FINANCIAL has been selected as one of the TOP REGISTERED INVESTMENT ADVISORY FIRMS in the United States 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 . 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 of our 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 , ” stated Chuck Cumello , President & CEO of Essex Financial . 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 $ 3.8 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 , Madison and Southport , providing comprehensive financial planning and wealth management services to more than 2,700 households & businesses in Connecticut and beyond . Data provided by SHOOK® Research , LLC . Data as of December 31 , 2023. Announcement of Forbes America’s Top RIA Firm ranking made by SHOOK Research on October 8 , 2024 Source : Forbes.com ( October , 2024 ) Forbes America’s Top RIA Firm ranking was developed by SHOOK Research and is based on in – person , virtual and telephone due diligence meetings and a ranking algorithm that includes : a measure of each firm’s best practices , client retention , industry experience , review of compliance records . firm nominations ; and quantitative criteria , including : assets under management and revenue generated for their firms . Investment performance is not a criterion because clent objectives and risk tolerances vary , and advisors rarely have audited performance reports . SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm . and are not indicative of future performance or representative of any one clent’s experience . Past performance is not an indication of future results . Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking . For more information , please see www.SHOOKresearch.com . SHOOK is a registered trademark of SHOOK Research , LLC . ESSEX FINANCIAL For more information , please contact Chuck Cumello at 860-767-4300 or [email protected] Investment Advisory Services offered through Essex Financial Services , Inc. , a Registered Investment Advisor . A subsidiary of Essex Savings Bank . The securities and insurance products offered through Essex Financial Services , Inc. , are not a deposit of , or other obligation of , or guaranteed by any bank , or an affiliate of any Bank , are not insured by the FDIC or any other agency of the United States , the Bank or an affiliate of the bank and involve investment risk , including the possibility of loss of the principal amount invested Securities offered through The Leaders Group , Inc. , Member FINRA / SIPC , 26 West Dry Creek Crcle , Suite 800 , Litleton , CO 80120 . ( 303 ) 797-9080 . Essex Financial and Essex Savings Bank are not affiliated with The Leaders Group , Inc.
