Q4 2016 Quarterly Newsletter

TAKE THE OPPORTUNITY TO LIVE WELL Of the new year, celebrated Victorian poet Alfred Lord Tennyson said, “Ring out the false, ring in the true.” So, in that spirit, we pose two questions: Do you feel wealthy? Do you feel “well-thy”? In response to the first question, like most people, your mind probably went to […]

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