News: Financial Digest

Essex Financial’s Furgueson, LaRiviere, Nolan, Tait, and Sullivan named to 2024 Forbes list

Essex, CT According to Essex Financial, Tim Furgueson, Michael LaRiviere, Kevin Nolan, Bill Tait, and James Sullivan have been selected to the 2024 Forbes Best-in-State Wealth Advisors list, which honors top performing wealth management and financial planning advisors in each state. This is the fourth consecutive year that  Furgueson has been included on this list and the second year for both LaRiviere and Nolan.  

“The entire Essex Financial team is extremely proud of this wonderful recognition from Forbes for Tim, Mike, Kevin, Bill, and James” said Charles Cumello Jr., president & CEO of Essex Financial. “These gentlemen exhibit the best of what makes a Financial Advisor a trusted partner and advocate for their clients. The recognition from Forbes is a great testament to the hard work that they put forth every day to ensure that their clients achieve their financial and life goals.”

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Boston, MA The fall season always marks the return of IFMA Boston events, and this year is no different. Registration is now open for IFMA Boston’s FMForward Deep Dive 2024. The FMForward Deep Dive 2024 Conference will be held on November 19th at the Babson Executive Conference Center in Wellesley, Mass.
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Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.