Estate succession planning in Essex, Connecticut

Essex Financial - The Farmington Group is a leading finance institution located at 10 Waterside Drive in Farmington, Connecticut, United States. With a strong reputation for providing top-notch financial services, they specialize in wealth management, investment planning, retirement strategies, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, Essex Financial - The Farmington Group is committed to providing personalized solutions tailored to your unique needs. Contact them today to see how they can help you reach your financial goals.

Sullivan Financial Advisors, located at 15A Main Street in Essex, Connecticut, is a Registered Investment Advisory Firm that operates with complete independence and transparency. As a fiduciary, they prioritize their clients' best interests and offer only fee-based services with no commissionable investments. Founded in 2003 by David Sullivan and now led by Managing Partner Jane Sullivan, the company focuses on holistic financial planning and asset management to help clients achieve their long-term financial goals. Their client-centric approach emphasizes planning over individual products, with a goal of providing a comprehensive financial solution that addresses the "Certain Uncertainties" that can erode wealth over time. Sullivan Financial serves a diverse range of clients, including women going through life transitions, pre-retirees, retirees, young professionals and families, and the LGBTQ community. Their unique process is designed to help clients understand their financial options, protect their wealth, and ultimately enjoy their financial success.

Harpin Capital Management, LLC is a finance institution located at 14 Plains Road in Essex, Connecticut, United States. Specializing in investment management and financial services, Harpin Capital Management offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution is committed to providing expert guidance and strategic advice to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Harpin Capital Management is dedicated to helping you secure a strong financial future.

Ivory Wealth Management is a premier financial institution located at 124 Westbrook Road in Essex, Connecticut, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of financial services, including investment management, retirement planning, estate planning, and more. At Ivory Wealth Management, we pride ourselves on providing personalized and comprehensive financial solutions tailored to each client's unique needs. Contact us today to schedule a consultation and take the first step towards financial success.

Wells Fargo Advisors is a reputable financial institution located at 31 North Main Street in Essex, Connecticut, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to helping clients navigate the complexities of the financial markets and make informed decisions about their investments. Whether you are planning for retirement, saving for your children's education, or growing your wealth, Wells Fargo Advisors has the expertise and resources to help you succeed.

Andrew Mitchel LLC is a renowned international tax attorney located at 65 Main Street in Essex, Connecticut, United States. Specializing in complex international tax matters, Andrew Mitchel LLC provides expert legal guidance and representation to individuals and businesses navigating the complexities of global taxation. With a commitment to excellence and a track record of success, Andrew Mitchel LLC is a trusted partner for clients seeking top-tier legal counsel in the field of international taxation.

The Law Offices of Lauren Winer-Beck is a reputable legal institution located in Stratford, Connecticut. Specializing in various areas of law, including family law, estate planning, and real estate transactions, Attorney Lauren Winer-Beck provides expert legal representation to clients in the local community and beyond. With a commitment to personalized service and a track record of successful outcomes, the Law Offices of Lauren Winer-Beck is dedicated to advocating for the rights and interests of their clients. Visit their office at 1129 Essex Place to discuss your legal needs with a skilled and experienced lawyer.

John S. Bennet is a highly respected law firm located at 30 Plains Road in Essex, Connecticut. With a team of experienced and dedicated lawyers, this institution specializes in providing expert legal services to clients in need of representation. From personal injury cases to estate planning, John S. Bennet offers a wide range of legal services to meet the diverse needs of their clients. With a commitment to excellence and a track record of success, John S. Bennet is a trusted name in the legal community.