Broker Check

Products & Services

At Essex Wealth Management, we provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • CD’s
  • Commodities
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Municipal Bonds
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Managed Accounts

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Investment Planning
  • Risk Management

Insurance

  • Disability Income Insurance
  • Life Insurance

Tax Planning

  • State Tax Return Preparation
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Income, Gift and Estate Tax Returns