Upcoming CJM Events

CJM is committed to keeping our current clients informed and educating our future clients to the virtues of disciplined wealth management. We accomplish this through an active program of financial seminars, educational programs, investment strategy discussions, and similar events.

If you are interested in learning more about our programs or attending one in the near future, please fill out the form below or
call 866-923-0933.

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534 Broadhollow Road, Ste. 440, Melville, NY 11747 | Toll Free: 866.923.0933 / Fax: 631.520.0560 | Email: info@cjmfiscal.com

Disclaimer DISCLOSURE: Charles Massimo is a Registered Representative of and offers securities products & services through H. Beck, Inc. Member FINRA, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of NY, NH, CA, PA, OR, NJ, CT and FL. No offers may be made or accepted from any resident outside the specific states referenced. IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his orher state securities law administrator.