Wrap Up Your Year-End Giving

christmas presents person standing

Although the official “Holiday Season” generally starts on Thanksgiving weekend, the charitable component started a few days later with #GivingTuesday on December 1st.  Those of us living in Minnesota are probably familiar with “Give to the Max Day” which takes place in mid-November as an opportunity for many charities to leverage the giving spirit, which […]

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.

Skip to content