COVID19 Lockdown: Opportunity to Provide Financial Education

grace pluimer credit card

Like many of you, I’m working from home at the moment and that means I’m spending more quality time with my 14-year-old daughter, Grace. As anyone with a teenager knows, there are inherent challenges involved with so much 24-7 togetherness! However, more than anything else, it has been gratifying to reconnect and to spend more […]

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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