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Adam Kohler
Director Of Financial Planning at Jj Burns &
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Work Experience
2021 - Present · 4 years
Director Of Financial Planning
2022 - Present · 3 years
Senior Financial Planner
2021 - 2022 · 1 years
Suffolk County Community College
Adjunct Instructor Of Philosophy
2012 - Present · 13 years
Company Details
11-50 Employees
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.
Year Founded
1994
Social Media
Linkedin
Industry
Financial Services
HQ Location
225 Broadhollow Rd Suite 410 Melville, New York 11747, US
Keywords
Financial PlanningInvestment ManagementTax PlanningEstate PlanningHeritage PlanningAsset ProtectioCharitable Planning
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