CT · Essex

Fiduciary advisors in Essex, CT

1 advisor with offices in Essex. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Essex

Sullivan Financial Advisors

Essex, Connecticut

Retirement Planning Investment Management

Sullivan Financial Advisors, based in Essex, Connecticut, provides investment management and retirement planning services. The firm serves clients seeking guidance on portfolio construction and retirement strategy. Sullivan Financial Advisors operates in English and holds a 4.4-star rating from Google reviews.

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Financial advisors in Essex, Connecticut

Advisors serving Essex specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Connecticut's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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Sullivan Financial Advisors

Financial advisors in Essex, Connecticut

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