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John W. Rafal Ranks 7th in Barron’s 2014 List of the Top 100 Independent Financial Advisors in the U.S.

August 28, 2014

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 it possible.”

“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.



Media:

Rooney & Associates

Terry Rooney/Kate Barrette, 212-223-0689

trooney@rooneyco.com

Source: Essex Financial Services


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