CJM Fiscal Management is a wealth management firm located in Melville, New York
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
It provides wealth management and investment strategies for individuals, families and companies
It also holds regular seminars to help educate business owners with 401(k) planning and compliance
As of September 2007, the firm has three employees and annual revenues of $1 million
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
The firm was found in 2003, by its president Charles Massimo
Massimo is known for his involvement with autism support groups
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.
It also holds regular seminars to help educate business owners with 401(k) planning and compliance. As of September 2007, the firm has three employees and annual revenues of $1 million. 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. The firm was found in 2003, by its president Charles Massimo. Massimo is known for his involvement with autism support groups. 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.