Efa Partners LLC

JJ Burns & Co, located in Melville, NY, is a registered investment adviser that specializes in collaborative wealth management services tailored to meet the unique needs of individuals, families, and businesses. Their comprehensive approach includes financial planning, investment management, business planning, and support through various life transitions such as retirement, divorce, and unexpected illnesses. Committed to providing personalized wealth management, JJ Burns & Co empowers clients to navigate financial uncertainties while planning for every stage of life. Their team emphasizes the importance of informed decision-making by offering insights, market commentary, and in-depth analysis to enhance clients' financial understanding. Generated from the website

We recognize that everyone encounters challenges along the way and strive to anticipate those situations as they occur. Our only goal is to keep you and your loved ones protected with the policies you need. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

PortfolioShop Inc is a leading provider of portfolio management software, offering comprehensive solutions for shadow accounting, performance measurement, client reporting, and risk management. With over 25 years of experience, their platform is trusted by top-tier fund administrators, asset managers, prime brokers, and trading technology vendors worldwide. PortfolioShop's integrated suite of tools automates complex fund structures, streamlines back-office operations, and delivers accurate valuations and insightful analytics to help investment professionals make informed decisions. Their platform features purpose-built tools for fund accounting, portfolio management, general ledger, reporting, reconciliation, and data aggregation. PortfolioShop serves a wide range of clients, including financial institutions, investment managers, family offices, and service providers. With a commitment to accuracy, integrity, and exceptional customer service, PortfolioShop is dedicated to ensuring that their clients' back-office operations run smoothly and efficiently.Generated from the website