Essex Financial Revenue
Financial Services • 
Essex, Connecticut, United States • 21-50 Employees
Essex Financial revenue & valuation
| Annual revenue | $3,935,530 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $12,600,000 |
| Total funding | No funding |
Key Contact at Essex Financial
Steve Gresham
Member Board Of Directors
Company overview
| Headquarters | 176 Westbrook Road, Essex, CT 06426, US |
| Phone number | +18607674300 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Tax Planning, Wealth Management, 403(B), Retirement Planning, Insurance, Financial Planning, Estate Planning, 401(K), Investment Management, Charitable Giving |
| Founded | 2003 |
| Employees | 21-50 |
| Socials |
Essex Financial Email Formats
Essex Financial uses 5 email formats. The most common is {first name}{last name} (e.g., johndoe@essex.financial), used 41.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@essex.financial | 41.9% |
{first initial}.{last name} | j.doe@essexfinancialservices.com | 32.3% |
{first name}.{last name} | john.doe@essexfinancialservices.com | 16.1% |
{first initial}{last name} | jdoe@essex.financial | 6.5% |
{last name}{last name} | doedoe@essex.financial | 3.2% |
About Essex Financial
Essex Financial has been offering highly personalized financial advice to clients since 2003. We take great pride in our ability to customize wealth management solutions to fit the individualized needs of each client. Our independent wealth management firm includes a team of 22 experienced financial advisors who manage or oversee in excess of $4.0 billion. Our services include the creation and ongoing management of comprehensive financial plans, investment management , tax planning, estate planning, corporate retirement plans, insurance, college education planning, philanthropy and retirement planning. Our wide range of knowledge allows us to create an individualized plan for everyone from high net-worth individuals and families to government municipalities, small businesses and charitable organizations. Investment Advisory Services offered through Essex Financial Services, Inc., a Registered Investment Advisor. A subsidiary of Essex 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, 475 Springfield Avenue, Suite 1, Summit, NJ 07901. (303) 797-9080. Essex Financial and Essex Bank are not affiliated with The Leaders Group, Inc. Advisory services are only offered to clients or prospective clients where Essex Financial Services and its representatives are properly licensed or exempt from licensure.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Essex Financial has 26 employees across 6 departments.
Departments
Number of employees
Funding Data
Essex Financial has never raised funding before.
Essex Financial Tech Stack
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