LIFE INSURANCE, DISABILITY INSURANCE, GROUP HEALTH AND DENTAL, GROUP LIFE AND LTD, STANDALONE AND HYBRID LONG TERM CARE, AND ANNUITIES
Full service investment firm dedicated to providing clients with effective, timely advice for today’s increasingly dynamic market. The firm’s seasoned management has over fifty years experience in the securities industry.
Financial Service Provider, Focusing on Comprehensive Financial Planning.
Financial Service Provider specializing in tax planning strategies, managing investments, savings for kids educations, retirement planning, estate planning, and protection planning strategies. More information available at https://brokercheck.finra.org/
Comprehensive Wealth and Investment Management for business owners and their families
- Property & Casualty (including workers compensation, D&O and Professional)
- Employee Health Insurance Plans
- 401k Plans and other retirement plans
- Captive Insurance Companies and other alternate risk funding strategies
Founded in 2003 by its Chief Executive Officer Charles Massimo, CJM Wealth Management is now one of the nation’s leading wealth management firms. Its success is directly attributable to CJM’s client Commitment, Communications and Transparency.
Expense Reduction by giving free contingency audits.
CPD is an independent retirement consulting firm.
Helping businesses and individuals reduce costs whole providing professional services.