Essex Financial Advisors LLC

Gateway Financial Partners, based in Westbrook, CT, is a financial advisory firm led by experienced advisors Andrea Wolfe and Chuck Fetters. With a focus on sustainable, responsible, and impact investing, they offer comprehensive financial planning services to help clients align their financial strategies with their values and long-term goals. Specializing in retirement planning and investment management with an emphasis on ESG principles, Gateway Financial Partners aims to empower clients to make informed financial decisions that resonate with their deepest values. Andrea Wolfe and Chuck Fetters leverage their combined 40 years of experience to craft personalized strategies that ensure financial security and lifestyle goals are within reach, guiding clients towards a confident and fulfilling future. Generated from the website

North Star Wealth Partners, located in Old Saybrook, Town of, CT, is a trusted wealth management firm dedicated to guiding clients on their financial journey with a focus on reality-based strategies. Their team of experienced professionals assists a diverse range of clients, including business owners, corporate executives, retirees, and multi-generational families, in achieving their financial goals. With a philosophy centered on delivering practical perspectives and personalized solutions, North Star Wealth Partners offers services such as financial planning, retirement planning, succession planning, and risk management. Committed to community engagement, they demonstrate their dedication through partnerships with charities, universities, and non-profit organizations, embodying a holistic approach to wealth management. Generated from the website

Diversified Investment Advisors, based in Essex, CT, is a leading provider of retirement plan solutions with a focus on serving organizations of all sizes. With over 75 years of expertise, they offer a wide array of retirement plans, including 401(k), 403(b), profit sharing, and more. As part of the Transamerica group of companies, Diversified Investment Advisors leverages the financial services brand's reputation for excellence and innovation. They are dedicated to helping over four million retirement plan participants achieve their retirement goals through advanced technology and expert guidance. Generated from the website