J.J. Burns & Company

J.J. Burns & Company manages individually tailored investment portfolios and builds comprehensive financial plans for individuals, high-net-worth clients, and businesses. Founded in 2006 and based in Melville, New York, the firm creates customized investment strategies based on each client's specific goals, risk tolerance, and tax considerations. When building a financial plan, J.J. Burns & Company evaluates the client's whole picture, including cash flow and budget analysis, net worth, risk management and insurance needs, retirement projections, estate planning, heritage planning, and charitable giving. The firm uses fundamental analysis to evaluate individual companies and their industries when constructing portfolios. Clients are not required to participate in bundled fee programs and may impose reasonable restrictions on their accounts. J.J. Burns & Company does not accept compensation for selling investment products.