CJM Wealth Management - Deer Park, NY - Financial Advisors

CJM Wealth Management

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724 Long Island AvenueDeer Park, NY 11729

Description

CJM Wealth Management is a core team of passionate and expert financial advisors who are dedicated to build and safeguard the financial lives of their clients. Located in Long Island Avenue, New York, CJM Wealth Management is a premier wealth and investment management firm that was listed in the 2014 volume of ‘America’s Select Financial Advisors’. CJM Wealth Management is led by the expertise and example of Charlie Massimo, who has worked in Shearson Lehman Brothers, Merrill Lynch and Smith.. Barney before founding his own wealth and investment management firm. The firm has always placed the financial interests of its clients before anything else and today manages over $300 million worth of client assets. We follow the very famous and much followed The Fama-French Model to build and manage all our client assets, minimizing risks and ensuring wealth preservation and long-term growth. We follow a systematic five step process while managing the wealth of each of our clients starting with discovery meeting followed by investment plan meeting, mutual commitment meeting, a 45 day follow-up meeting and regular process meetings time and again. Our goals include helping our clients achieve their wealth preservation goals, making them understand how to protect their assets through our wealth shield service and help achieve succession and sustainability of their assets through the wealth transfer service. For more, visit http://cjmwealth.com/ and http://cjmwealth.com/blog-page/.

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Business details

Investments

  • Mutual Funds

Planning Types

  • Financial Planning
  • Investment Planning

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN

Payments Accepted

  • Personal Checks

Year Established

2003

Languages Spoken

  • English

Reviews

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