TOP 10 Financial life planning in Essex, Connecticut

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.

Farmers Insurance - Elizabeth Ballard is an insurance agency located at 90 Main Street, Essex, Connecticut, United States. As Farmers agents, they are dedicated to putting customers first with a 90-year track record. They offer a wide range of insurance products for vehicles, homes, businesses, and more. Serving all of Connecticut, including Essex, Ivoryton, Chester, Haddam, and surrounding areas, they provide competitive pricing, varied coverage options, and peace of mind. With over 20 years of experience in business operations management, insurance services, marketing, and customer service, they have the expertise to help clients find the best coverage to protect what matters most to them. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, or recreational insurance, Farmers Insurance - Elizabeth Ballard can customize a plan to suit your needs and budget. Contact them today for a quote and start building a secure financial future.