TOP 10 Best Financial services firm 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.

Essex Financial is a finance institution located at 176 Westbrook Road in Essex, Connecticut, United States. With a strong focus on providing comprehensive financial services to individuals and businesses, Essex Financial offers personalized wealth management, investment planning, retirement planning, and more. Their team of experienced financial advisors work closely with clients to develop tailored strategies to help them achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Essex Financial is dedicated to providing expert guidance and support every step of the way.

Essex Financial - The Southport Group is a renowned finance institution located at 30 Jelliff Lane in Fairfield, Connecticut, United States. With a strong focus on providing top-notch financial services, they cater to a wide range of clients and offer expert advice on investments, wealth management, retirement planning, and more. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals with personalized strategies tailored to each client's unique needs. Whether you are looking to grow your wealth or secure your financial future, Essex Financial - The Southport Group is committed to providing exceptional service and guidance every step of the way.

Essex Trust is a reputable bank and financial institution located at 176 Westbrook Road in Essex, Connecticut, United States. With a strong commitment to providing excellent services and financial solutions to its customers, Essex Trust is known for its reliability and integrity. Whether you are looking for personal banking services, investment opportunities, or business financing options, Essex Trust has a dedicated team of professionals ready to assist you. Visit Essex Trust today to experience top-notch banking services in a welcoming and customer-focused environment.

Clear Cut Accounting Services Inc, located at 30 Mitchel Terrace in Essex, Connecticut, is a trusted institution specializing in expert accounting and financial management services for small businesses. With a focus on reducing operating costs, growing revenue, and maintaining customer relationships, CCAS offers personalized assistance for new business start-ups, tax planning, and financial success strategies. The upcoming book, "From Shoe-Box Accounting To Financial Success, 9 Strategies To Take Control Over Your Money," provides practical tips and expert insights tailored for small businesses. Testimonials praise Trish's IRS experience, accounting background, and QuickBooks expertise, highlighting her integrity, responsibility, and ambition. Whether facing tax issues or payroll complications, businesses can rely on CCAS to provide efficient and effective solutions.

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.

Crehan Group LLC is a renowned accounting and finance institution located at 6 Main Street in Essex, Connecticut, United States. With a team of highly skilled professionals, they provide top-notch financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Crehan Group LLC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from the rest. Visit them today to see how they can help you secure a stable financial future.

Reed & Associates, CPAs, Inc. is a reputable accounting and finance institution located at 6 Main Street in Essex, Connecticut, United States. Our team of experienced Certified Public Accountants provides a wide range of services including tax preparation, auditing, financial planning, and consulting. With a commitment to excellence and personalized service, we strive to help individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Kleinschmidt Associates is a unique engineering consulting firm located at 35 Pratt Street in Essex, Connecticut, United States. With over 55 years of experience, we specialize in hydropower and offer a range of engineering, regulatory, and environmental solutions to benefit our clients. Our team of scientists, engineers, and regulatory professionals can help assess risks and vulnerabilities in projects, identify alternatives, and design sustainable solutions for long-term efficiency. We work with energy companies and governmental agencies across North America to protect the natural environment while maintaining performance standards. Kleinschmidt is committed to delivering innovative ideas and practical solutions to complex challenges, ensuring a balanced relationship between energy, water, and the environment for future generations to thrive.

Bushido Strategic Advisory is a premier consulting firm located at 85 River Road in Essex, Connecticut, United States. Specializing in strategic planning and business advisory services, our team of experienced professionals provides expert guidance to help businesses achieve their goals and maximize their potential. With a focus on integrity, honor, and excellence, Bushido Strategic Advisory is committed to delivering top-notch solutions tailored to each client's unique needs. Whether you are looking to expand your market reach, improve operational efficiency, or navigate complex challenges, our firm is dedicated to helping you succeed. Contact us today to learn more about how Bushido Strategic Advisory can support your business growth and development.

Keith M Crehan CPA is a reputable accounting and finance institution located at 90 Main Street in Essex, Connecticut, United States. With years of experience in the industry, they provide professional and reliable services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or auditing, their team of experts is dedicated to helping you achieve your financial goals. Trust Keith M Crehan CPA for all your accounting and finance needs.