ESSEX FINANCIAL Named to FORBES 2023 TOP RIA FIRMS LIST SHOOK Research announced that ESSEX FINANCIAL has been selected as one of the TOP REGISTERED INVESTMENT ADVISORY FIRMS in the United States for 2023 by Forbes. "We are honored to be recognized among the nation's top Registered Investment Advisory firms for the second consecutive year by Forbes. This achievement is a wonderful reflection of our financial advisors and our entire team's unwavering commitment to our clients' financial well-being and our relentless work on their behalf. We look forward to continuing to provide innovative and personalized financial solutions that empower our clients to achieve their financial goals," stated Chuck Cumello, President and CEO of Essex Financial. Since 2003, Essex Financial has distinguished itself by providing value to its clients through a hands-on, highly personalized approach to their wealth management and financial planning needs. Today, it is one of the largest independent Registered Investment Advisory firms in Connecticut with $3.2 billion in assets under management or administration. Essex Financial operates as a subsidiary of Essex Savings Bank, with eighteen financial advisors and office locations in Essex, Farmington, Madison and Southport, providing comprehensive financial planning and wealth management services to more than 2,700 households & businesses in Connecticut and beyond. Data provided by SHOOKS Research, LLC. Data as of December 31, 2022 Announcement of Forbes America's Top RIA Firm ranking made by SHOOK Research on October 10, 2023. Source: Forbes.com (October, 2023). Forbes America's Top RIA Firm ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. ESSEX FINANCIAL For more information, please contact Chuck Cumello at 860-767-4300 or ccumello@essex.financial 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. Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120. (303) 797-9080. Essex Financial and Essex Savings Bank are not affiliated with The Leaders Group, Inc. ESSEX FINANCIAL Named to FORBES 2023 TOP RIA FIRMS LIST SHOOK Research announced that ESSEX FINANCIAL has been selected as one of the TOP REGISTERED INVESTMENT ADVISORY FIRMS in the United States for 2023 by Forbes . " We are honored to be recognized among the nation's top Registered Investment Advisory firms for the second consecutive year by Forbes . This achievement is a wonderful reflection of our financial advisors and our entire team's unwavering commitment to our clients ' financial well - being and our relentless work on their behalf . We look forward to continuing to provide innovative and personalized financial solutions that empower our clients to achieve their financial goals , " stated Chuck Cumello , President and CEO of Essex Financial . Since 2003 , Essex Financial has distinguished itself by providing value to its clients through a hands - on , highly personalized approach to their wealth management and financial planning needs . Today , it is one of the largest independent Registered Investment Advisory firms in Connecticut with $ 3.2 billion in assets under management or administration . Essex Financial operates as a subsidiary of Essex Savings Bank , with eighteen financial advisors and office locations in Essex , Farmington , Madison and Southport , providing comprehensive financial planning and wealth management services to more than 2,700 households & businesses in Connecticut and beyond . Data provided by SHOOKS Research , LLC . Data as of December 31 , 2022 Announcement of Forbes America's Top RIA Firm ranking made by SHOOK Research on October 10 , 2023. Source : Forbes.com ( October , 2023 ) . Forbes America's Top RIA Firm ranking was developed by SHOOK Research and is based on in - person , virtual and telephone due diligence meetings and a ranking algorithm that includes : a measure of each firm's best practices , client retention , industry experience , review of compliance records , firm nominations ; and quantitative criteria , including assets under management and revenue generated for their firms Investment performance is not a criterion because client objectives and risk tolerances vary , and advisors rarely have audited performance reports SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and firm , and are not indicative of future performance or representative of any one client's experience . Past performance is not an indication of future results . Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking For more information , please see www.SHOOKresearch.com . SHOOK is a registered trademark of SHOOK Research , LLC . ESSEX FINANCIAL For more information , please contact Chuck Cumello at 860-767-4300 or ccumello@essex.financial 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 . Securities offered through The Leaders Group , Inc. , Member FINRA / SIPC , 26 West Dry Creek Circle , Suite 800 , Littleton , CO 80120. ( 303 ) 797-9080 . Essex Financial and Essex Savings Bank are not affiliated with The Leaders Group , Inc.