ESSEX FINANCIAL SERVICES, INC.
Essex, CT
AUM
$4.17B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
42 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-767-4300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CT, ESSEX
5 advisers found
JEFFREY N. MEHLER, CFP LLC
Essex, CT
AUM
$416.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-767-9700
ALCHEMI WEALTH, LLC
Essex, CT
AUM
$286.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(860) 767-7500
SULLIVAN FINANCIAL, LLC
Essex, CT
AUM
$119.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(860)657-4150
BRAE HEAD, INC.
Essex, CT
AUM
$90.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
413-746-3700