Brett Roessle

Wealth Management Intern at JJ Burns & Company - Melville, NY, US

Brett Roessle's Colleagues at JJ Burns & Company
Patrick Besch

Wealth Management Intern

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JJ Burns

President and Chief Executive Officer

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Ricky Bathija

Director Of Financial Planning

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John Tabert

Assistant Portfolio Manager

Contact John Tabert

Steven Mula

Chief Investment Officer

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James Burns

President and Chief Executive Officer

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Brett Roessle's Contact Details
HQ
631-390-0500
Location
Company
JJ Burns & Company
Brett Roessle's Company Details
JJ Burns & Company logo, JJ Burns & Company contact details

JJ Burns & Company

Melville, NY, US • 10 - 19 Employees
Financial Services

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.

Financial Planning Investment Management Tax Planning Estate Planning Heritage Planning Asset Protection Charitable Planning B2B Financial Services Financial Advisory Services
Details about JJ Burns & Company
Frequently Asked Questions about Brett Roessle
Brett Roessle currently works for JJ Burns & Company.
Brett Roessle's role at JJ Burns & Company is Wealth Management Intern.
Brett Roessle's email address is ***@jjburns.com. To view Brett Roessle's full email address, please signup to ConnectPlex.
Brett Roessle works in the Financial Services industry.
Brett Roessle's colleagues at JJ Burns & Company are Patrick Besch, JJ Burns, Ricky Bathija, John Tabert, Steven Mula, Tara Korkus, James Burns and others.
Brett Roessle's phone number is 631-390-0500
See more information about Brett Roessle