This review is specifically for our portfolio manager, Patrick Gingras. He is fantastic- very…read moresmart and does an excellent job patiently outlining investments in layman's terms. When our father passed away he was instrumental in helping us navigate that challenging and confusing time with sincere kindness. I've worked with a few financial advisers who have only been out to upsell me to things I don't need to earn high fees- Essex is not like that and it's a breath of fresh air! Very high recommend- thank you Patrick!!

From the owner: At Essex Financial, we specialize in taking a client-centric approach to finance. Whether planning…read morefor retirement, managing a business, or maximizing financial plans, we uphold the fiduciary standard and aspire to provide the best service and financial guidance to our clients. Our advisors at Essex Financial value our clients and embrace their successes as our own; if we believe that your current plans are working and your existing advisors have done well, we will not hesitate to let you know! Beyond the business side of things, Essex Financial prides itself on community involvement as we strive to make our community stronger and more united through individual and business-wide efforts.

My family has been a member for this bank for years and it took us a while to find a better one…read morethan the one where we live that always makes mistakes. This bank is great- they get to know you by name and always are very kind. There is one lady, Lisa, who is sort of a manager that will help you with any problems and will try to solve them as fast as possible.

The services received from Essex trust was absolutely awful. Held a trust fund with the bank for…read more20 years. The funds were mismanaged and the growth never even matched the markets growth. I'm sure if my parents ever knew how their money was handled they would be devastated.