Submitted by Atensia Dal Pra
(April 10, 2025) — Essex Financial has announced that Tim Furgueson, Michael LaRiviere, Kevin Nolan, Bill Tait, and James Sullivan have been selected to the 2025 Forbes Best-in-State Wealth Advisors list, which honors top performing wealth management and financial planning advisors in each state.
This is the fifth consecutive year that Tim Furgueson has been included on this prestigious list and the third year for both Michael LaRiviere and Kevin Nolan. Additionally, this marks the second year of recognition for both Bill Tait and James Sullivan.
“All of us at Essex Financial are extremely proud of this prestigious recognition from Forbes for Kevin, Tim, Mike, James, and Bill,” said Charles R. Cumello, Jr., President and CEO of Essex Financial. “We take immense pride in the talent and integrity of our team, and this recognition highlights the extraordinary efforts of these outstanding advisors. Their success is a reflection of the collaborative spirit and high standards that define our entire organization. We are so proud of their accomplishments and the positive impact they make every day on their clients’ lives.”
Data provided by SHOOK® Research, LLC. Data as of 6/30/24.
“Source: Forbes.com (April 8, 2025).” Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC.
