Brexit Investment Update

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Markets around the globe overnight and today are responding to Britain’s decision via referendum to begin the process of exiting the European Union. Though the decision has seen widespread shock and some volatility in the market, we recommend taking a long view and not reacting to immediate market behavior. READ MORE

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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