Portfolio with a Purpose: The Benefits of ESG Investing

be the change scrabble letters min

There’s a growing trend among those who are interested in making a positive impact on their portfolio – and the environment and society around them. To accomplish these dual goals, which were often considered to be at odds with each other in the past, many savvy investors are actively seeking Socially Responsible Investments (SRI) and Environmental, […]

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.

Skip to content