Essex Financial announces new partnership

ESSEX — Essex Financial recently announced a strategic partnership with Mark Sheptoff Financial Planning, LLC, a well-known and highly respected Registered Investment Advisory firm in Glastonbury. This mutually beneficial partnership agreement allows Essex Financial and Mark Sheptoff Financial Planning to work together to provide world class wealth management and financial planning services to clients, according to a statement.

Sheptoff is a Personal Financial Specialist, an Investment Advisor Representative, and a Certified Public Accountant. He has been recognized by Fidelity Investments for investment firm growth, and has been recognized by Wealth Manager magazine, Financial Advisor magazine, Accounting Today magazine and Connecticut magazine. Prior to starting his own financial planning company in 1997, Sheptoff co-founded one of the larger independent Public Accounting firms in Connecticut, Sheptoff, Reuber & Company, P.C. He is a member of the American Institute of Certified Public Accountants, PFS Division, and the Connecticut Society of Certified Public Accountants. He is an Incorporator of Liberty Bank and has served on several boards of directors including Glastonbury Bank & Trust, TD Banknorth Connecticut, The Rushford Center and Rushford Foundation. Mark is a current member of the Board of Directors for the Equus Foundation. Sheptoff manages or oversees approximately $365 million in client assets.