Flourish Receives Prestigious National and State Recognition

FWM RIA edge general announcement 1

We have some exciting news to share, and it wouldn’t be possible without each and every client who has chosen to put their trust in us on their journeys to financial and personal fulfillment. WealthManagement.com, RIA Edge, and Discovery Data have published their Registered Investment Advisory firm rankings, and we are gratified to announce that […]

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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