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CJM Fiscal Management

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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 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.[5]

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://libn.com/2010/06/04/financial-adviser-focuses-on-legacy/
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