Case Study

Essex Financial Services, Inc.

Essex Financial Services, Inc.

“I would estimate over $125 million in assets have come to the ?rm as a direct result of us having Black Diamond. ” Ronald Nelson, Chief Operating Of?cer, Essex Financial Services Client Story Black Diamond® Wealth Platform Black Diamond® Helps Essex Financial Compete more Effectively—And Win In the competition for clients, the quality of an advisor’s client reporting can often tip the scales. Just ask Essex Financial Serv- ices. The Connectic

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