Practicing Gratitude – In the Spirit of Thanksgiving

In a season where it can be easy to be overcome by stress, practicing gratitude can have significant mental, emotional, and physical benefits. As we enter our second holiday season under the shadow of the COVID-19 pandemic, it can be easy to be overcome by stress, frustration, and uncertainty. It can all feel a little […]

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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