Essex Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, and conserve our clients' wealth by delivering an unprecedented level of personalized service.
Bonds
Common Stock
Educational IRA
CD's
Commodities
Brokerage Accounts
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Tax Free Bonds
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Managed Accounts
Retirement Plans
Tax Plans
401 (k) Planning
403 (b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Investment Planning
Risk Management
Disability Income Insurance
Life Insurance
Long Term Care Insurance
State Tax Return Preparation
Tax Return Preparation
Individual Tax Preparation and Planning
Income, Gift and Estate Tax Returns
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