News: Front Section

Nolan and Flynn of Essex Fin. named recipients of 2019 Thrive Awards

Essex, CT According to Essex Financial, Kevin Nolan and Sean Flynn have been named recipients of the WealthManagement.com’s 2019 Thrive Awards, honoring the nation’s fastest-growing advisors. 

“Sean and I are honored to be recognized by a top publication like WealthManagement.com on their Thrive Award list of Fastest Growing Advisors. This is a welcomed acknowledgment of our holistic, client centric team approach to financial planning and our disciplined academic approach to investment management,” said Nolan. 

Flynn said, “This could not have been possible without the loyalty, support and trust of our clients as well as the backing of the entire Essex Financial team."

“The WealthManagement.com’s Thrive Awards is unlike any other recognition program,” said WealthManagement.com editor-in-chief David Armstrong. “Rather than acknowledging AUM or profitability, it recognizes advisors who are on the way up — those who have proven themselves skilled and ambitious by virtue of three solid years of revenue growth. We believe revenue growth is a metric that demonstrates advisor success in providing services of real value to clients and prospects, and key to building a sustainable business for the future.”

“We are delighted and very proud that Kevin and Sean have been selected to this prestigious list of Fastest Growing Advisors” said Charles Cumello, Jr., president and CEO of Essex Financial. “We look forward to their continued growth and continued efforts to assist clients in reaching their wealth management and planning goals.”

This award adds to other recognition that Nolan and Flynn have recently received. This includes Flynn being named FORBES Best-In-State Next-Gen Wealth Advisors. The Southport Group employs a deep discovery process that seeks to understand a client’s entire financial picture – their goals, beliefs, values and experiences with wealth. They use a disciplined approach to investing that is comprehensive and academic in nature – while being consistently monitored and evaluated for success and the changing needs of clients.

MORE FROM Front Section

Newmark negotiates sale of 10 Liberty Sq. and 12 Post Office Sq.

Boston, MA Newmark has completed the sale of 10 Liberty Sq. and 12 Post Office Sq. Newmark co-head of U.S. Capital Markets Robert Griffin and Boston Capital Markets executive vice chairman Edward Maher, vice chairman Matthew Pullen, executive managing director James Tribble,
READ ON THE GO
DIGITAL EDITIONS
Subscribe
Columns and Thought Leadership
Four tips for a smooth 1031 Exchange - by Bill Lopriore

Four tips for a smooth 1031 Exchange - by Bill Lopriore

Many real estate investors do not understand the specific requirements that must be met to secure the benefits of a tax-deferred 1031 exchange. For example, the replacement property must be identified within 45 days of the closing date of the relinquished property.
Make PR pop by highlighting unique angles - by Stanley Hurwitz

Make PR pop by highlighting unique angles - by Stanley Hurwitz

Coming out of the pandemic, a client with three hotels in Provincetown, Mass., needed ways to let the world know his properties were open for business for the 2021 tourist season.
How COVID-19 has impacted office leasing - by Noble Allen and John Sokul

How COVID-19 has impacted office leasing - by Noble Allen and John Sokul

To say that the effects of COVID-19 has transformed office leasing is an understatement. When COVID-19 was at its peak, office spaces were practically abandoned either through governmental mandates or through actions taken by businesses themselves.

Five ways to ruin a  Section 1031  Like-Kind Exchange - by Bill Lopriore

Five ways to ruin a Section 1031 Like-Kind Exchange - by Bill Lopriore

While there is some flexibility when structuring a like-kind exchange, some important requirements must be met. A mistake can ruin your exchange. Here are five mistakes to avoid: