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

Financial Adviser, CA Insurance License # 0E75800
Registered Representative

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

516-357-1893

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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Newsletters

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

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