Q2 2021 Quarterly Newsletter

07 2021 FWM QMR Q2

News From Flourish Greetings! I hope you had a fun Independence Day weekend and that the summer is filled without outdoor fun and sunshine. In this quarter’s article, I’m going to cover all things technology, starting with a reminder about Flourish’s accounts app for our clients, a milestone for our podcasts, our Alexa skills for […]

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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