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CJM Fiscal Management

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This is an old revision of this page, as edited by Forty two (talk | contribs) at 17:59, 21 May 2012 (Forty two moved page User:Forty two/Ellen's Stardust Diner to CJM Fiscal Management: completed article). The present address (URL) is a permanent link to this revision, which may differ significantly from the current revision.

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

  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://www.crainsnewyork.com/article/20070909/SMALLBIZ/70909006#ixzz1v3A8hBHi
  5. ^ http://finance.yahoo.com/news/pf_article_102715.html
  6. ^ http://libn.com/2011/03/30/investors-find-opportunities-abroad/
  7. ^ http://www.newsday.com/columnists/other-columnists/executive-suite-charlie-massimo-1.2312519
  8. ^ http://libn.com/2010/06/04/financial-adviser-focuses-on-legacy/
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