J u m p t o c o n t e n t
M a i n m e n u
M a i n m e n u
N a v i g a t i o n
● M a i n p a g e ● C o n t e n t s ● C u r r e n t e v e n t s ● R a n d o m a r t i c l e ● A b o u t W i k i p e d i a ● C o n t a c t u s ● D o n a t e
C o n t r i b u t e
● H e l p ● L e a r n t o e d i t ● C o m m u n i t y p o r t a l ● R e c e n t c h a n g e s ● U p l o a d f i l e
S e a r c h
Search
A p p e a r a n c e
● C r e a t e a c c o u n t ● L o g i n
P e r s o n a l t o o l s
● C r e a t e a c c o u n t ● L o g i n
P a g e s f o r l o g g e d o u t e d i t o r s l e a r n m o r e ● C o n t r i b u t i o n s ● T a l k
( T o p )
1 H i s t o r y
2 R e f e r e n c e s
3 E x t e r n a l l i n k s
T o g g l e t h e t a b l e o f c o n t e n t s
C J M F i s c a l M a n a g e m e n t
A d d l a n g u a g e s
A d d l i n k s
● A r t i c l e ● T a l k
E n g l i s h
● R e a d ● E d i t ● V i e w h i s t o r y
T o o l s
T o o l s
A c t i o n s
● R e a d ● E d i t ● V i e w h i s t o r y
G e n e r a l
● W h a t l i n k s h e r e ● R e l a t e d c h a n g e s ● U p l o a d f i l e ● S p e c i a l p a g e s ● P e r m a n e n t l i n k ● P a g e i n f o r m a t i o n ● C i t e t h i s p a g e ● G e t s h o r t e n e d U R L ● D o w n l o a d Q R c o d e ● W i k i d a t a i t e m
P r i n t / e x p o r t
● D o w n l o a d a s P D F ● P r i n t a b l e v e r s i o n
A p p e a r a n c e
F r o m W i k i p e d i a , t h e f r e e e n c y c l o p e d i a
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(February 2020 )
CJM Fiscal Management is a wealth management firm located in Melville, New York .[1]
History [ edit ]
The firm was found in 2003, by its president Charles Massimo.[2] [3] [4] [5]
As of September 2007, the firm has three employees and annual revenues of $1 million.[6] [7]
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 .[8] [9] [10] k ) planning and compliance.[11]
References [ edit ]
^ Clancy, Ambrose (2008-01-04). "Tired of Street shenanigans? turn to a small investor" . Long Island Business News . Retrieved 2020-03-16 .
^ "Executive Suite: Charlie Massimo" . Newsday.com. 2010-09-23. Retrieved 2012-06-12 .
^ "Wealth adviser focuses on 'legacy' | Long Island Business News" . Libn.com. 2010-06-04. Retrieved 2012-06-12 .
^ "Passive management hits pay dirt" . Crain's New York Business . 2007-09-09. Retrieved 2020-03-16 .
^ McCormack, Karyn (2007-03-29). "The Five Rules of Money for Children - Yahoo! Finance" . Finance.yahoo.com. Retrieved 2012-06-12 .
^ "CJM looks for 'boring' investments | Long Island Business News" . Libn.com. 2010-06-04. Retrieved 2012-06-12 .
^ Starzee, Bernadette (2009-07-29). "Biz owner tackles retirement fees" . Long Island Business News . Retrieved 2020-03-16 .
^ "CJM Fiscal Management | About" . Cjmfiscal.com. Archived from the original on 2012-06-24. Retrieved 2012-06-12 .
^ "Audits looming for 401(k ) plans | Long Island Business News" . Libn.com. 2011-06-30. Retrieved 2012-06-12 .
External links [ edit ]
R e t r i e v e d f r o m " https://en.wikipedia.org/w/index.php?title=CJM_Fiscal_Management&oldid=1223340865 " C a t e g o r i e s : ● F i n a n c i a l s e r v i c e s c o m p a n i e s o f t h e U n i t e d S t a t e s ● A m e r i c a n c o m p a n i e s e s t a b l i s h e d i n 2 0 0 3 ● F i n a n c i a l s e r v i c e s c o m p a n i e s e s t a b l i s h e d i n 2 0 0 3 ● 2 0 0 3 e s t a b l i s h m e n t s i n t h e U n i t e d S t a t e s ● 2 0 0 3 e s t a b l i s h m e n t s i n N e w Y o r k ( s t a t e ) H i d d e n c a t e g o r i e s : ● A r t i c l e s t o b e e x p a n d e d f r o m F e b r u a r y 2 0 2 0 ● A l l a r t i c l e s t o b e e x p a n d e d ● A r t i c l e s u s i n g s m a l l m e s s a g e b o x e s
● T h i s p a g e w a s l a s t e d i t e d o n 1 1 M a y 2 0 2 4 , a t 1 3 : 3 9 ( U T C ) . ● T e x t i s a v a i l a b l e u n d e r t h e C r e a t i v e C o m m o n s A t t r i b u t i o n - S h a r e A l i k e L i c e n s e 4 . 0 ;
a d d i t i o n a l t e r m s m a y a p p l y . B y u s i n g t h i s s i t e , y o u a g r e e t o t h e T e r m s o f U s e a n d P r i v a c y P o l i c y . W i k i p e d i a ® i s a r e g i s t e r e d t r a d e m a r k o f t h e W i k i m e d i a F o u n d a t i o n , I n c . , a n o n - p r o f i t o r g a n i z a t i o n . ● P r i v a c y p o l i c y ● A b o u t W i k i p e d i a ● D i s c l a i m e r s ● C o n t a c t W i k i p e d i a ● C o d e o f C o n d u c t ● D e v e l o p e r s ● S t a t i s t i c s ● C o o k i e s t a t e m e n t ● M o b i l e v i e w
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