Essex Financial

Chuck Cumello, President and CEO at Essex Financial, discusses the impact of inflation, the financial markets and earnings from Nvidia with Doug Krizner on "Bloomberg Daybreak Asia" podcast. #bloombergradio #globalmarkets To listen to the full clip, please click on the link below: https://lnkd.in/ePHWY3pX

We’re honored to have partnered with 77 WABC Radio to discuss what makes Essex Financial stand out in the industry. Our President and CEO, Chuck Cumello, had the opportunity to speak with Joe Connolly, a trusted voice in business journalism, to share our story and the principles and beliefs that drive our growth. From our client-first approach to our independent commitment to excellence, we’re excited to highlight the factors and team behind our success. #EssexFinancial #WealthManagement #BusinessSuccess On October 8, 2024, 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. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither?Forbes?nor SHOOK receive a fee in exchange for rankings.

Essex Financial has been selected as one of the Top Wealth Management Firms in the Greater Hartford area for 2025 by the Hartford Business Journal. This achievement is a testament to the trust and confidence our clients have placed in us, as well as the dedication of our entire team in helping navigate the complexities of wealth management and financial planning. #wealthmanagement #teamwork Disclosure: The?Hartford Business Journal?ranking of Top Wealth Management Firms in Greater Hartford is based on each firm via survey as of Q2 2024. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Hartford Business Journal does not receive a fee in exchange for rankings.

Chuck Cumello, President and CEO at Essex Financial, discusses the latest on the Fed, the economy and global markets with Doug Krizner on "Bloomberg Daybreak Asia" podcast. #bloombergradio #globalmarkets To listen to the full clip, please click on the link below: https://lnkd.in/e4D2qSXh

Gratitude in Action: Essex Financial Volunteers at Shoreline Soup Kitchen This Thanksgiving seasons, a team from Essex Financial embraced the spirit of giving by volunteering at the Shoreline Soup Kitchen. Together, we rolled up our sleeves to help prepare meals for those in need, ensuring that everyone in our community could enjoy a warm, hearty Thanksgiving dinner. At Essex Financial, we believe that community extends beyond the workplace – it’s about supporting and uplifting one another. We’re grateful for the opportunity to make a small difference and for organizations like Shoreline Soup Kitchen that tirelessly serve those facing food insecurity. Wishing everyone a Thanksgiving filled with gratitude, connection, and kindness. #GivingBack #Thanksgiving #CommunitySupport

Essex Financial is proud to be a corporate sponsor of the Risk Strategies Company Annual Challenge! We are excited to announce the launch of this year’s Risk Strategies Challenge. Formerly called the Gowrie Challenge, this fundraiser to benefit Shoreline Soup Kitchens & Pantries runs from November 1st – December 31st with a goal to raise $200,000 for those in need in 11 shoreline towns. Essex Financial, together with Risk Strategies and six local Partner Sponsors - BrandTech Scientific, Carter Gowrie, L.C. Doane Company, Lenny & Joe's Fish Tale, Sound Rigging, and Tower Labs - are offering $100,000 in matching funds to double the impact of your donation and get us to our goal. “For 21 years this Challenge has connected businesses and individuals to ensure our neighbors have access to food,” said Amy Hollis, SSKP Executive Director. “My heart is filled with gratitude as we join together in sharing food and fellowship. Thank you!” Every dollar can provide three meals at SSKP’s pantries, so your gift, when matched, makes a real difference. With your support SSKP can provide fresh fruits and vegetables, eggs, bread, meat, rice, pasta, dairy, and canned goods for those in need in the towns of Madison, Clinton, Westbrook, Old Saybrook, Essex, Old Lyme, East Lyme, Lyme, Deep River, Chester, and Killingworth. The Risk Strategies Challenge runs from November 1st to December 31st. Please donate generously so we can feed our shoreline neighbors. Give online at https://lnkd.in/e3e47qF2 by clicking Donate Now and selecting “Risk Strategies Challenge.” #givingback #connecticutshoreline

? Essex Financial's Winter Coat Drive: A Warm Success! It's a wonderful reminder of what we can accomplish when we come together. A huge thank you to everyone who donated! #EssexFinancial #CommunityImpact

We are thrilled to announce that Essex Financial has been named to the Forbes SHOOK Research Top RIA Firms list for 2024! 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. #ShookResearch #ForbesTopRIA Read more: https://lnkd.in/euVVvKh8 Disclosure: The?Forbes?ranking of America’s Top RIA Firms, developed by?SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither?Forbes?nor SHOOK receive a fee in exchange for rankings.

Chuck Cumello, President and CEO at Essex Financial Services, discusses the latest on the global markets. He spoke with hosts Bryan Curtis and Doug Krizner on "Bloomberg Daybreak Asia." #bloombergradio #globalmarkets To listen to the full clip, please click on the link below: https://lnkd.in/eT55FZfe

Essex Financial’s Farmington Group Hosts Clients for a wonderful afternoon at the Farmington Polo Club On September 7th, Essex Financial’s Farmington Group had the pleasure of hosting our valued clients at the beautiful Farmington Polo Club for a memorable afternoon of equestrian polo. We appreciate all of our clients who joined us and helped make the event such a success! #ClientEvent #EssexFinancial #ClientAppreciation #FinancialServices