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 [email protected] 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.

Corrigan Financial is an independent Wealth Management firm based in Rhode Island. We provide financial planning advice and investment management services to over 900 clients nationwide and have over $950,000,000 in A.U.M.. We are currently in our 34th year in business; we understand the importance of having a financial team you can trust—a team that not only helps manage your assets, but also provides you with a better understanding of your finances and guides you toward a more secure financial future.

Diversified Insurance Brokerage Services, Inc. are specialists in the Group Medical Insurance market. We have innovative and creative solutions to give your company the best alternatives; especially in today's economy. Please give Karen Geri a call (210) 558-3377 -for a complimentary evaluation of your Employee Benefit plan. Also offering Dental, Vision, Disability, Vision, 401K, Cafeteria Plans, and COBRA administration.

We began in 1975 with a dream and a vision. The dream was to establish an independent wealth management firm in the historic New England town of Westerly, Rhode Island - a wonderful place to live, work, and raise a family. Believing in the richness of community, we could form personal relationships where the needs and interests of our clients would always come first. The vision was to create a firm of the highest caliber, working to maintain a level of expertise that is among the top in the industry. Our knowledge, professionalism, and personal relationships would allow us to serve well. We are proud that Professional Planning Group is now an independent Registered Investment Advisory firm, working with clients throughout Rhode Island, Connecticut, and surrounding areas. We provide a comprehensive suite of wealth management services to the individuals, families, foundations, endowments - and neighbors - we serve. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Professional Planning Group. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Professional Planning Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm; https://www.ppgadvisors.com/

Private Wealth Management Business.

Barrett & Company is a full service investment firm. The firm was founded in Rhode Island in 1928 and continues today to be managed by the same founding family. Barrett & Company proudly remains one of the oldest independent firms in the Country today. Our Philosophy~ We believe every successful investment portfolio is built on a foundation of solid, personalized financial advice and guidance. At Barrett & Company we apply this strategy in a twofold process; our consistent focus and support in assisting our clients create and maintain a clear financial strategy, along with applying an active opportunistic investing approach, utilizing a wide range of financial products, to provide our clients the opportunity to reach their unique goals. Our commitment to your financial success is why we have been in business for over 85 years... For more information and disclaimers, please visit us at: http://www.barrettandcompany.com

At Amon & Associates, our main service is to provide you an objective and comprehensive fee-based financial plan. We use this proven defined process to produce a customized financial plan written specifically for our clients. The process begins with collecting all of the necessary data about you, your family, and your objectives. We then take that data, analyze it, and produce a custom financial plan which has specific findings and recommendations. Together, we will mutually explore the strategies and solutions to help you improve your situation and work towards your financial goals. Finally, even the best financial plan is useless without implementation. Our role is to act as your catalyst to get things done. Here is where we help ensure that your strategic financial plan is put into action, and that each component is professionally coordinated and fully integrated.

After college, our founder, Stacy Havener, took a job with her high school soccer coach—a $1B small cap equity manager—to help him launch a new fund. Her goal wasn’t to build a career on Wall Street; it was to earn enough money to pay for grad school to become a professor. Stacy was a writer, a poet, a storyteller—not a fancy financier. She was a blue-collar kid from a working-class town who got the “wrong” degree from the “wrong” school. She didn’t belong on Wall Street... It turns out that in an industry full of men who love numbers, there was a place for a girl who loved words. After helping her soccer coach launch and grow a new fund to $500mm in two years, she joined a third-party marketing firm as the first employee and continued to raise money for investment boutiques. She launched or restructured over 25 funds and raised over $5B over the next seven years. Stacy launched Havener Capital Partners to help start-ups, new funds, and boutiques—the “underdogs” of the investment world—using her unique approach to raising money. Since the firm’s founding in 2010, Stacy has been breaking down the repeatable process behind her success, developing the Billion Dollar Blueprint™, a sales and marketing framework for boutiques built around two core components: authenticity and storytelling. Havener Capital Partners is now regarded as one of the leading independent sales and marketing firms in financial services. Our proprietary framework helps investment boutiques find their target investors and grow their AUM, in spite of the industry dynamics favoring the “bigs.” We are here for the challenge, though. Our Blueprint has now raised $8.5B, which has led to $30B in follow-on AUM... and we’re just getting started. An Institutional Division of Compass Securities Corporation, member FINRA SIPC 50 Braintree Hill Park, Suite 105, Braintree, MA 02184, Tel: (781) 535-6083