Q1 2017 Quarterly Newsletter

SPRING HAS SPRUNG And that means out with the old and in with the new. It is a good time of year to take stock of what has been sitting in your junk drawers untouched for one, two or even three years now. Will you ever really use that George Foreman grill? How many years […]

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