News: Financial Digest

Essex Savings Bank's Rafal named number one financial advisor

Essex Ct John Rafal, president of Essex Financial Services was ranked first in the August 27 Barron's Top 100 Independent Financial Advisers. For the past four years, Rafal has been included in Barron's Top 100 Financial Advisers, a listing that included mostly advisers from large international and national firms. This is the first year that Barron's rated independent financial advisers. Rafal, who resides in Old Lyme, Conn., started his own business in 1982 and joined with Essex Savings Bank in 1998. Essex Financial Services now manages over $2 billion in client assets. They provide a full range of financial services to individuals, professionals such as doctors and attorneys and business owners. Services include financial planning, investment services, alternative investment strategies, insurance products and retirement options including the management of corporate 401 (k) plans.
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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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Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

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.