JJ Burns & Company Email Format

Financial ServicesNew York, United States11-50 Employees

JJ Burns & Company is a financial services firm based in Melville, New York, describing itself as an independent, boutique wealth management practice. It offers a range of services including portfolio management, estate planning, tax strategies, and asset protection, with a focus on developing customized roadmaps that align with clients’ long-term goals and life plans. The firm emphasizes collaboration with clients’ other professional advisors to keep a cohesive strategy, and positions itself as providing high levels of personalized service and attention compared with larger corporate institutions. The company serves individuals seeking comprehensive wealth planning and intergenerational wealth transfer, addressing the need to balance financial decisions with personal objectives and life priorities. Since its formation, the firm has expanded through strategic hires and acquisitions, such as the 2016 integration of Emmes Wealth Management, reflecting a growth approach within the wealth management landscape.

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