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Wealth Enhancement Group - Long Island

Special Needs Financial Planners
  • Location Address: 724 Long Island Avenue | Deer Park, NY 11729
  • reviews Rating: 5.00 (11 reviews)
InsurancesInsurances:
No info provided
Ages ServedAges Served:
Adults
Care SettingsCare Settings: No info provided

About Wealth Enhancement Group - Long Island

We work together to improve our clients’ lives by seeking to provide them the best possible financial advice. Our mission is to help more people achieve their goals by creating a better approach to financial services that’s centered completely on our clients.

Reviews

5.00
11 Reviews
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Age Ranges Served

  • person icon Adults

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Languages

  • English

724 Long Island Avenue, NY, 11729

Get in Contact

  • orange phone icon (631) 777-1030
  • orange mail icon info@wealthenhancement.com

Reviews

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5.00
(11 Reviews)
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All Reviews
google review

I feel safe with my investments invested with Charlie Massimo and his staff.

Gerard Schult
17 March 2021
google review

Working with CJM is a pleasure. I value Charlies advice and his teams hard work. They are always available and make investing with them easy. I have been a satisfied customer for many years and have recommended them to my friends and family who are also very pleased.

Linda Langer
17 March 2020
google review

We are new to CJM but are thrilled we have found them. They take a very personal approach that is tailored specifically to our needs. They are dedicated to helping us with all aspects of our financial planning for now and for the future. The entire staff is first rate and very attentive. We recommend them without reservation.

Eric and Jennifer Fryer
17 March 2020
google review

Working with CJM has made my life a lot less stressful and I can relax knowing that my finances are in caring capable hands.

Diana Goldstein
17 March 2020
google review

Knowledgeable advice delivered with care and grace - CJM is my place

Thomas Hopkins
17 March 2020
google review

Vincent Tona
17 March 2020
google review

peter smergut
17 March 2020
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Donna Bliss
17 March 2019
google review

I have been speaking with various financial advisors for the past several weeks. Charles Massimo took the time on a Sunday to meet with me even though he knew I wouldnt be using his company. He said he just wanted to advise me so I would be in a better position to know what was best for me going forward. He had nothing to gain and took his time to find out about me and my circumstances. I have nothing but respect and admiration for someone who does for others just for the sake of doing. I truly hope his actions come back to him in some way. I recommend him wholeheartedly and believe he is one of the rare few who will put his clients needs before his own.....Go and meet with him....see for yourself I wish Id met him years ago.........

marie staubitzer
17 March 2017
google review

Working with the team at CJM Wealth Management I can honestly say that there is a wealth manager that defines and represent the meaning of trust and integrity.

Hayk Matevosyan
17 March 2017

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