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.
View Top Employees from JJ Burns & CompanyWebsite | http://www.jjburns.com |
Revenue | $1 million |
Employees | 22 (14 on RocketReach) |
Founded | 1994 |
Address | 225 Broadhollow Rd Suite 410, Melville, New York 11747, US |
Phone | (631) 390-0500 |
Industry | Financial Services, Finance General, Wealth Management, Finance |
Competitors | Bank Investment Consultant, John G. Ullman & Associates, Inc., Marshall & Sterling, On Wall Street, Sage Consulting and Wealth Preservation |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular JJ Burns & Company employee's phone or email?
The JJ Burns & Company annual revenue was $1 million in 2024.
James Burns is the President and Chief Executive Officer of JJ Burns & Company.
14 people are employed at JJ Burns & Company.
JJ Burns & Company is based in Melville, New York.
The NAICS codes for JJ Burns & Company are [52393, 5239, 52, 523].
The SIC codes for JJ Burns & Company are [62, 628].