Kathy Longo | Talking About Philanthropy with the Minneapolis Foundation

Kathleen Longo describes how retirement assets and a Donor Advised Fund can be the perfect solution for charitable giving as part of an overall legacy plan in Talking About Philanthropy Shared by the Minneapolis Foundation, July, 10 2014 Many donor families are increasingly using a Donor Advised Fund to support their multi-generational giving. Donors Joe […]

Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

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