CJM Fiscal Management
{{Expand section|date=February 2020}}
{{Infobox company
| name = CJM Fiscal Management
| founded = 2003
| founder = Charles Massimo
| hq_location = Melville, New York
}}
CJM Fiscal Management is a wealth management firm located in Melville, New York.{{cite web|url=https://www.cnbc.com/id/45855323 |title=News Headlines |publisher=CNBC |date=2012-01-18 |access-date=2012-06-12}}
History
The firm was found in 2003, by its president Charles Massimo.{{cite web |date=2011-03-30 |title=Investors find opportunities abroad | Long Island Business News |url=http://libn.com/2011/03/30/investors-find-opportunities-abroad/ |accessdate=2012-06-12 |publisher=Libn.com}}{{Cite web |last=Clancy |first=Ambrose |date=2008-01-04 |title=Tired of Street shenanigans? turn to a small investor |url=https://libn.com/2008/01/04/tired-of-street-shenanigans-turn-to-a-small-investor/ |access-date=2020-03-16 |website=Long Island Business News |language=en-US}} Massimo is known for his involvement with autism support groups.{{cite web |date=2010-09-23 |title=Executive Suite: Charlie Massimo |url=http://www.newsday.com/columnists/other-columnists/executive-suite-charlie-massimo-1.2312519 |accessdate=2012-06-12 |publisher=Newsday.com}} He is also the founder of Legacy of Love, a comprehensive planning resource for families affected by autism, which operates as a division of CJM Fiscal Management.{{cite web |date=2010-06-04 |title=Wealth adviser focuses on 'legacy' | Long Island Business News |url=http://libn.com/2010/06/04/financial-adviser-focuses-on-legacy/ |accessdate=2012-06-12 |publisher=Libn.com}}
As of September 2007, the firm has three employees and annual revenues of $1 million.{{Cite web |date=2007-09-09 |title=Passive management hits pay dirt |url=https://www.crainsnewyork.com/article/20070909/SMALLBIZ/70909006/passive-management-hits-pay-dirt |access-date=2020-03-16 |website=Crain's New York Business |language=en}} 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.{{cite web |last=McCormack |first=Karyn |date=2007-03-29 |title=The Five Rules of Money for Children - Yahoo! Finance |url=https://finance.yahoo.com/news/pf_article_102715.html |accessdate=2012-06-12 |publisher=Finance.yahoo.com}}
As of 2009, CJM Fiscal Management oversees about $200 million in client assets and is considered as one of the top wealth management firms in Long Island.{{cite web|url=http://libn.com/2010/06/04/cjm-looks-for-boring-investments/ |title=CJM looks for 'boring' investments | Long Island Business News |publisher=Libn.com |date=2010-06-04 |accessdate=2012-06-12}}{{Cite web|url=https://libn.com/2009/07/29/biz-owner-tackles-retirement-fees/|title=Biz owner tackles retirement fees|last=Starzee|first=Bernadette|date=2009-07-29|website=Long Island Business News|language=en-US|access-date=2020-03-16}} It provides wealth management and investment strategies for individuals, families and companies.{{cite web |url=http://www.cjmfiscal.com/about |title=CJM Fiscal Management | About |publisher=Cjmfiscal.com |accessdate=2012-06-12 |archive-url=https://web.archive.org/web/20120624041928/http://www.cjmfiscal.com/about |archive-date=2012-06-24 |url-status=dead }} It also holds regular seminars to help educate business owners with 401(k) planning and compliance.{{cite web|url=http://libn.com/2011/06/30/audits-looming-for-401k-plans/ |title=Audits looming for 401(k) plans | Long Island Business News |publisher=Libn.com |date=2011-06-30 |accessdate=2012-06-12}}
References
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