Developing Your Strategic Giving Plan

hand giving yellow flower min

If charitable giving is important to you, you already know it has the power to change lives. With so many organizations and causes in need, however, it can be tricky to make giving choices. In order to help you fund charities that are right for your priorities, your values, and your budget, I recommend creating […]

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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