Q2 2017 Quarterly Newsletter

HELLO SUMMER! The weather is beautiful and we all enjoyed a nice long weekend for Independence Day! We hope that you were able to enjoy the holiday with friends and family as well. In this quarter’s newsletter we will share some exciting recognition for our team as well as an “outside-the-box” article about the universe, […]

Fermi’s Paradox and Your Money Story

small globe desk

I was listening to a podcast recently that got me thinking about being alone in the universe. The podcast began with a journalist, who also happened to be a particle physicist, who was having an emotional conflict with a science principle known as Fermi’s Paradox which states that there is an enormous probability that we […]

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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