JJ Burns is a registered investment adviser based in Huntington, NY, offering collaborative wealth management services that encompass financial planning, investment management, business planning, retirement planning, and life transitions. Their unique approach involves creating comprehensive personalized plans that consider not only financial aspects but also emotional needs and long-term goals, while coordinating with other professionals in the client's financial circle to ensure alignment and cost-effectiveness.
With a focus on helping individuals and families build the life they desire, JJ Burns provides insights, research, market commentary, and COVID-19 resources to keep clients informed. Their team of experts aims to assist clients in navigating unexpected challenges, such as retirement, loss of a loved one, unexpected illness, business transition, divorce, career changes, and becoming a trustee, offering guidance and support throughout these life transitions.
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