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About Essex Financial
Essex Financial Services, Inc. is a registered investment adviser offering portfolio management, financial planning, and insurance services. They provide investment management through programs like the Essex Managed Program and wrap fee services. Their target audience includes individuals, corporations, and institutions. The unique selling proposition is their customized investment strategies tailored to clients' needs, along with access to third-party management services through partnerships like Envestnet and Lockwood. This allows clients to select from a range of professional portfolio management options, enhancing flexibility and personalized financial solutions[1].
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