Essex Financial Services’ Founder and Vice Chair Continues His
Record On Barron’s List
ESSEX, Conn.--(BUSINESS WIRE)--
Barron’s, the acclaimed financial and investment newsweekly, has ranked
John W. Rafal of Essex, Connecticut, number 7 on its Top 100 Independent
Financial Advisors list for 2014. The Barron’s list of the Top 100
Independent Advisors was first launched in 2007. Mr. Rafal has appeared
on the list each year.
The Barron’s list evaluates America’s leading independent financial
advisors, based on assets under management, revenue generated for the
advisors’ firms, excellent client service and quality of practices. Mr.
Rafal is the Founder and current Vice Chair of Essex Financial Services,
which is owned by Essex Savings Bank. The ranking appears in the August
25 edition of Barron’s (www.barrons.com).
“We are delighted that John has once again led our firm to a prominent
spot in the Barron’s listing of top independent financial advisors,”
said Charles R. “Chuck” Cumello Jr., CEO and President of Essex
Financial Services. “It is always an honor to be included in this
distinguished group, and we deeply appreciate his efforts, the support
shown by our entire team and most importantly the loyal clients who make
“I’m thankful to Barron’s for recognizing the quality and commitment of
our entire team here at Essex Financial Services,” said Mr. Rafal. “In
particular, I want to express my gratitude to our clients, many of whom
we have worked with for more than three decades. We deeply value our
client relationships, and the loyalty and trust that they entail.”
Essex Financial Services is a wealth management firm serving the high
net worth and institutional markets, and has $3.6 billion of assets
under management or administration. Founded in 1851, Essex Savings Bank
is a mutual financial institution chartered to provide a full complement
of financial products and services including business banking.
Essex Financial Services, a wholly-owned subsidiary of Essex Savings
Bank, is one of the leading independent financial advisory firms in the
country. Cited by Barron’s as the top advisor for Connecticut in 2013 in
their America’s Top 1000 Financial Advisors ranking, the firm’s
unbiased, independent, client-centric approach has made it a leader in
providing exceptional service to clients for over three decades.
Rooney & Associates
Terry Rooney/Kate Barrette,
Source: Essex Financial Services