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CJM Fiscal Management is a wealth management firm located in Melville, New York.[1]
| Founded | 2003 |
|---|---|
| Founder | Charles Massimo |
| Headquarters | Melville, New York |
History
editThe firm was found in 2003, by its president Charles Massimo.[2][3] Massimo is known for his involvement with autism support groups.[4] He is also the founder of Legacy of Love, a comprehensive planning resource for families affected by autism, which operates as a division of CJM Fiscal Management.[5]
As of September 2007, the firm has three employees and annual revenues of $1 million.[6] It also has a psychologist to establish a proper way for its clients to communicate with their children in order to prevent the children from becoming complacent due to the knowledge of their parents' wealth.[7]
As of 2009, CJM Fiscal Management oversees about $200 million in client assets and is considered as one of the top wealth management firms in Long Island.[8][9] It provides wealth management and investment strategies for individuals, families and companies.[10] It also holds regular seminars to help educate business owners with 401(k) planning and compliance.[11]
References
edit- ^ "News Headlines". CNBC. 2012-01-18. Retrieved 2012-06-12.
- ^ "Investors find opportunities abroad | Long Island Business News". Libn.com. 2011-03-30. Retrieved 2012-06-12.
- ^ Clancy, Ambrose (2008-01-04). "Tired of Street shenanigans? turn to a small investor". Long Island Business News. Retrieved 2020-03-16.
- ^ "Executive Suite: Charlie Massimo". Newsday.com. 2010-09-23. Retrieved 2012-06-12.
- ^ "Wealth adviser focuses on 'legacy' | Long Island Business News". Libn.com. 2010-06-04. Retrieved 2012-06-12.
- ^ "Passive management hits pay dirt". Crain's New York Business. 2007-09-09. Retrieved 2020-03-16.
- ^ McCormack, Karyn (2007-03-29). "The Five Rules of Money for Children - Yahoo! Finance". Finance.yahoo.com. Retrieved 2012-06-12.
- ^ "CJM looks for 'boring' investments | Long Island Business News". Libn.com. 2010-06-04. Retrieved 2012-06-12.
- ^ Starzee, Bernadette (2009-07-29). "Biz owner tackles retirement fees". Long Island Business News. Retrieved 2020-03-16.
- ^ "CJM Fiscal Management | About". Cjmfiscal.com. Archived from the original on 2012-06-24. Retrieved 2012-06-12.
- ^ "Audits looming for 401(k) plans | Long Island Business News". Libn.com. 2011-06-30. Retrieved 2012-06-12.