JJ Burns & Company

Financial Services - Melville, NY, US

JJ Burns & Company Employees
Ricky Bathija

Director Of Financial Planning

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JJ Burns

President and Chief Executive Officer

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John Tabert

Assistant Portfolio Manager

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Steven Mula

Chief Investment Officer

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Patrick Besch

Wealth Management Intern

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Brett Roessle

Wealth Management Intern

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JJ Burns & Company Senior Management
JJ Burns

President and Chief Executive Officer

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James Burns

President and Chief Executive Officer

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JJ Burns & Company Details

At JJ Burns & Company, we're more than just wealth managers. We help you plan and build the life you want and make your dreams for the future a reality. Everything we do—from portfolio management and estate planning to tax strategies and asset protection—we do with an unwavering commitment to your vision.We believe that wealth management isn't about the stocks in your portfolio or the balance in your bank account. It's about living a rich life—a life where you're able to spend time on the things that really matter to you and provide for the people you care about.As an independent, boutique firm, JJ Burns & Company provides a high level of service and individual attention that you won't find at impersonal, corporate institutions. We partner with you to develop a comprehensive, customized roadmap that can take you from where you are today to where you want to go and adapt to the inevitable bumps along the way. We also work hand-in-hand with your attorney, accountant, and other professional advisors, so your entire team is in sync.What kind of life do you envision? No matter where you want to go, we can help you get there.

JJ Burns & Company logo, JJ Burns & Company contact details
Website: jjburns.com
Employees: 10 - 19
HQ: 631-390-0500
Location: Melville, NY, US
Revenue: 2.5 - 5 Million
Financial Planning Investment Management Tax Planning Estate Planning Heritage Planning Asset Protection Charitable Planning B2B Financial Services Financial Advisory Services
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