What do Investing and Physical Training Have in Common?

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Susan decided to do something for herself after years of working in an office, raising a family, and focusing on other people. She wanted to get into better shape and knew the health benefits, specifically for women, of incorporating strength and resistance training into her exercise routine. Weight training makes bones denser and helps the […]

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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