CJM Fiscal Management

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 provides wealth management and investment strategies for individuals, families and companies. ^[3] It also holds regular seminars to help educate business owners with 401(k) planning and compliance.^[4]

As of September 2007, the firm has three employees and annual revenues of $1 million.^[5] 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.^[6]

The firm was found in 2003, by its president Charles Massimo.^[7] Massimo is known for his involvement with autism support groups.^[8] 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.^[9]

References

External links

[1] ttp://www.cnbc.com/id/45855323

[2] ttp://libn.com/2010/06/04/cjm-looks-for-boring-investments/

[3] ttp://www.cjmfiscal.com/about

[4] ttp://libn.com/2011/06/30/audits-looming-for-401k-plans/

[5] ttp://www.crainsnewyork.com/article/20070909/SMALLBIZ/70909006#ixzz1v3A8hBHi

[6] ttp://finance.yahoo.com/news/pf_article_102715.html

[7] ttp://libn.com/2011/03/30/investors-find-opportunities-abroad/

[8] ttp://www.newsday.com/columnists/other-columnists/executive-suite-charlie-massimo-1.2312519

[9] ttp://libn.com/2010/06/04/financial-adviser-focuses-on-legacy/

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