CJM Fiscal Management: Difference between revisions
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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> |
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As of September 2007, the firm has three [[employee]]s and annual revenues of $1 million.<ref>http://www.crainsnewyork.com/article/20070909/SMALLBIZ/70909006#ixzz1v3A8hBHi</ref> 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.<ref>http://finance.yahoo.com/news/pf_article_102715.html</ref> |
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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> |
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> |
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*https://www.discover.com/credit-cards/business/resources/planning-manifesto.html |
*https://www.discover.com/credit-cards/business/resources/planning-manifesto.html |
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*http://www.businessweek.com/magazine/content/07_41/b4053100.htm |
*http://www.businessweek.com/magazine/content/07_41/b4053100.htm |
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*http://finance.yahoo.com/news/pf_article_102715.html |
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*http://old.post-gazette.com/pg/07357/843897-28.stm |
*http://old.post-gazette.com/pg/07357/843897-28.stm |
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*http://www.foxbusiness.com/personal-finance/2011/03/10/lockout-looming-nflpa-gives-players-financial-guidance/ |
*http://www.foxbusiness.com/personal-finance/2011/03/10/lockout-looming-nflpa-gives-players-financial-guidance/ |
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*http://www.nbcnewyork.com/news/business/Stocks_May_Retest_Bottom__So_Let_the_Buying_Begin.html |
*http://www.nbcnewyork.com/news/business/Stocks_May_Retest_Bottom__So_Let_the_Buying_Begin.html |
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*http://www.crainsnewyork.com/article/20070909/SMALLBIZ/70909006 |
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*https://news.fidelity.com/news/article.jhtml?guid=/FidelityNewsPage/pages/fidelity-10-funds-for-investing-more-overseas&topic=investing-mutual-funds |
*https://news.fidelity.com/news/article.jhtml?guid=/FidelityNewsPage/pages/fidelity-10-funds-for-investing-more-overseas&topic=investing-mutual-funds |
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Revision as of 16:20, 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]
As of September 2007, the firm has three employees and annual revenues of $1 million.[4] 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.[5]
The firm was found in 2003, by its president Charles Massimo.[6] Massimo is known for his involvement with autism support groups.[7] 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.[8]
References
- ^ http://www.cnbc.com/id/45855323
- ^ http://libn.com/2010/06/04/cjm-looks-for-boring-investments/
- ^ http://libn.com/2011/06/30/audits-looming-for-401k-plans/
- ^ http://www.crainsnewyork.com/article/20070909/SMALLBIZ/70909006#ixzz1v3A8hBHi
- ^ http://finance.yahoo.com/news/pf_article_102715.html
- ^ http://libn.com/2011/03/30/investors-find-opportunities-abroad/
- ^ http://www.newsday.com/columnists/other-columnists/executive-suite-charlie-massimo-1.2312519
- ^ http://libn.com/2010/06/04/financial-adviser-focuses-on-legacy/
External links
- http://libn.com/2011/01/26/ones-to-watch-in-bankingfinance/
- http://www.cnbc.com/id/30496675/site/14081545
- http://libn.com/2010/09/09/companies-scrutinize-new-401k-fees/
- http://libn.com/2010/08/18/ones-to-watch-in-banking-9/
- http://libn.com/2010/08/18/the-debate-over-automatic-401k-savings/
- http://libn.com/2010/08/18/brokerage-houses-lose-market-share/
- http://libn.com/2010/06/04/cjm-looks-for-boring-investments/
- http://libn.com/2009/10/27/mortgaging-the-future-to-pay-for-the-present/
- http://libn.com/2009/07/29/biz-owner-tackles-retirement-fees/
- http://libn.com/2008/01/04/tired-of-street-shenanigans-turn-to-a-small-investor/
- http://money.msn.com/life%20insurance%20tips#q=life%20insurance%20tips
- https://www.discover.com/credit-cards/business/resources/planning-manifesto.html
- http://www.businessweek.com/magazine/content/07_41/b4053100.htm
- http://old.post-gazette.com/pg/07357/843897-28.stm
- http://www.foxbusiness.com/personal-finance/2011/03/10/lockout-looming-nflpa-gives-players-financial-guidance/
- http://www.nbcnewyork.com/news/business/Stocks_May_Retest_Bottom__So_Let_the_Buying_Begin.html
- https://news.fidelity.com/news/article.jhtml?guid=/FidelityNewsPage/pages/fidelity-10-funds-for-investing-more-overseas&topic=investing-mutual-funds