Courtney Day

Compliance Associate at Essex Financial Services, Inc - Essex, Connecticut, US

Courtney Day's Contact Details
HQ
(860) 767-4300
Location
Company
Essex Financial Services, Inc
Courtney Day's Company Details
Essex Financial Services, Inc logo, Essex Financial Services, Inc contact details

Essex Financial Services, Inc

Essex, Connecticut, US • 49 Employees
Financial Services

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 20 experienced financial advisors who manage or oversee in excess of $3.085 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 breadth 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. For further information or to get assistance for your wealth management and financial planning needs, please contact Ron Nelson at rnelson@essex.financial or 860-767-4300. Investment Advisory Services offered through Essex Financial Services, Inc., a Registered Investment Advisor. A subsidiary of Essex Savings 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.

Finance Wealth Management Retirement Planning Insurance 401(k) 403(b) Tax Planning Estate Planning Investments Financial Services Financial Advisory Services
Details about Essex Financial Services, Inc
Frequently Asked Questions about Courtney Day
Courtney Day currently works for Essex Financial Services, Inc.
Courtney Day's role at Essex Financial Services, Inc is Compliance Associate.
Courtney Day's email address is ***@essex.financial. To view Courtney Day's full email address, please signup to ConnectPlex.
Courtney Day works in the Financial Services industry.
Courtney Day's colleagues at Essex Financial Services, Inc are Kristin Green, Elisabeth Harvey, Sean Markham, Barbara Harvey, Shawna Bond, Kevin Cfp, William Terribile and others.
Courtney Day's phone number is (860) 767-4300
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