Christopher Acheson, Financial Adviser
Christopher J. Acheson, Financial Adviser

Financial Adviser, CA Insurance License # 0E75800

Our firm's mission is to help our clients build and protect wealth based on their goals and objectives. 


We take a client-centered approach to uncovering your goals and objectives and take the time to gather the relevant financial and personal information. We then analyze this information in order to prepare an Action Plan. Our Action Plans help clients to focus on the steps they need to take to reach their goals. 

We hope you find this site informative and useful. Feel free to contact us if you would like more information about the products and services we offer.  I look forward to hearing from you.

50 Charles Lindbergh Blvd. Suite 600

Uniondale, NY 11553

516-357-1800, ext 1893

 You may have seen us in the News!!!! Check out Newsday's Act II & Businessweek online--in the Smart Answer's section.

I am licensed and registered to offer products and services in [CA, CT, NJ, NY]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Financial Calculators

Tools to help you estimate answers to common financial questions.

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Newsletters

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics.

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Learning Center

A library of tools to educate you on a wide variety of financial topics.

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Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

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