Essex Llc
Essex L.L.C. is a planning based money management company. We believe that before we can properly invest your assets, we need to help you develop short and long-term goals for you and your family. We also need to address your income tax and estate tax issues before rushing to invest your money. Only then can we and do we design and implement an investment strategy for you, consistent with your goals and risk orientation.
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Verified contacts
4
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
65
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- RT
Robert Tutela
CCO, Portfolio Manager and Financial Advisor · Other
EmailPhone - JN
Justin Nolan
Financial Advisor · Finance & Accounting
EmailPhone - CH
Colin Hartwell
Intern · Finance & Accounting
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Essex Llc
4 distinct titles indexed · top 4 shown.
- 1cco, portfolio manager and financial advisor
- 1financial advisor
- 1intern
- 1wealth manager
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