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.

L11086277[exp0210]

Strength and Stability

It’s times like these that set us apart. Keeping our promises

Social Security Decision Tool

What's the best age to begin Social Security benefits?

Learn more.

Newsletters

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

Learn more.

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.

More Calculators →

Newsletters

When It Comes to IRAs, Know Your Limits

In recent years, IRAs have become the single largest vehicle for retirement savings in the United States.

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

More Newsletters →