Financial Planners near Smithtown

“Lou is the man ! He has informative tips and is so sweet ! He’s patient with all my questions and has a quick turn around time . Recommend to everyone - Thanks Lou!“

“Steve is awesome and simply great at what he does. Being that I’m self employed, I always dread tax season and what I might owe. I’m always pleasantly surprised, and Steve always saves me money. My whole family sees him as well and is always happy with the services he provides.“

“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.“

“Chris has demonstrated high levels of character and integrity since the day we met. I had the pleasure of bringing him to the financial services business over a decade ago and very proud to see the man and professional he has become.“

“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.“