Financial Consultants near Hauppauge

“My experience with Brian has been fantastic. He helped me put my family's financial plan in place, secure our assets, and ensure our future security. Among the unique services provided, he taught me to see how I was being taken advantage of by the traditional financial industry, and how to correct it. Most importantly, he has provided me with a business opportunity that has changed my family's trajectory - we are headed toward financial independence, and I couldn't be more grateful. Thank you Brian!“

“Bob McIntosh has been my financial advisor for years. I have nothing but good things to say about him and the rest of the staff that works there. Always professional, always friendly & they always treat you with the respect you deserve.“

“Working with CJM is a pleasure. I value Charlie's advice and his team's hard work. They are always available and make investing with them easy. I have been a satisfied customer for many years and have recommended them to my friends and family, who are also very pleased.“

“I was promised a bonus and at first I was not given it. After contacting them from the app directly from my account, I was contacted and given the bonus. They are easy to use and fees are very low (if any).“