401(k) Resolutions

coin jar grow

The turning of the calendar year is a great opportunity to create a list of resolutions that can improve your life.  I am going to leverage my Holiday practice making lists and checking them twice to help clients make sure they have a 401k or 403b Plan that is working effectively for both the employer […]

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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