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'''CJM Fiscal Management''', located in [[Melville, New York]].<ref>http://www.cnbc.com/id/45855323</ref> CJM Fiscal Management presently oversees about $200 million in client assets and is considered as one of the top wealth management firms in [[Long Island]].<ref>http://libn.com/2010/06/04/cjm-looks-for-boring-investments/</ref> It also holds regular seminars to help educate business owners with 401(k) planning and compliance.<ref>http://libn.com/2011/06/30/audits-looming-for-401k-plans/</ref>
'''CJM Fiscal Management''', located in [[Melville, New York]].<ref>http://www.cnbc.com/id/45855323</ref> CJM Fiscal Management presently oversees about $200 million in client assets and is considered as one of the top wealth management firms in [[Long Island]].<ref>http://libn.com/2010/06/04/cjm-looks-for-boring-investments/</ref> It also holds regular seminars to help educate business owners with 401(k) planning and compliance.<ref>http://libn.com/2011/06/30/audits-looming-for-401k-plans/</ref>


The firm was found in 2003, by its president Charles Massimo.<ref>http://libn.com/2011/03/30/investors-find-opportunities-abroad/</ref> Massimo is also is the founder of Legacy of Love, a comprehensive planning resource for families affected by autism, which operates as a division of CJM Fiscal Management.<ref>http://libn.com/2010/06/04/financial-adviser-focuses-on-legacy/</ref>
The firm was found in 2003, by its president Charles Massimo.<ref>http://libn.com/2011/03/30/investors-find-opportunities-abroad/</ref> Massimo is known for his involvement with autism support groups.<ref>http://www.newsday.com/columnists/other-columnists/executive-suite-charlie-massimo-1.2312519</ref> He is also is the founder of Legacy of Love, a comprehensive planning resource for families affected by autism, which operates as a division of CJM Fiscal Management.<ref>http://libn.com/2010/06/04/financial-adviser-focuses-on-legacy/</ref>


==References==
==References==
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==External links==
==External links==
*http://libn.com/2011/01/26/ones-to-watch-in-bankingfinance/
*http://libn.com/2011/01/26/ones-to-watch-in-bankingfinance/
*http://www.newsday.com/columnists/other-columnists/executive-suite-charlie-massimo-1.2312519
*http://www.cnbc.com/id/30496675/site/14081545
*http://www.cnbc.com/id/30496675/site/14081545
*http://libn.com/2010/09/09/companies-scrutinize-new-401k-fees/
*http://libn.com/2010/09/09/companies-scrutinize-new-401k-fees/

Revision as of 16:06, 16 May 2012

CJM Fiscal Management, located in Melville, New York.[1] CJM Fiscal Management presently oversees about $200 million in client assets and is considered as one of the top wealth management firms in Long Island.[2] It also holds regular seminars to help educate business owners with 401(k) planning and compliance.[3]

The firm was found in 2003, by its president Charles Massimo.[4] Massimo is known for his involvement with autism support groups.[5] He is also is the founder of Legacy of Love, a comprehensive planning resource for families affected by autism, which operates as a division of CJM Fiscal Management.[6]

References

  1. ^ http://www.cnbc.com/id/45855323
  2. ^ http://libn.com/2010/06/04/cjm-looks-for-boring-investments/
  3. ^ http://libn.com/2011/06/30/audits-looming-for-401k-plans/
  4. ^ http://libn.com/2011/03/30/investors-find-opportunities-abroad/
  5. ^ http://www.newsday.com/columnists/other-columnists/executive-suite-charlie-massimo-1.2312519
  6. ^ http://libn.com/2010/06/04/financial-adviser-focuses-on-legacy/
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