Q2 2023 Quarterly Newsletter

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Kathy Longo, CFP®, CAP®, CDFA Monday, July 17, 2023 Hello, Summer! We hope you enjoyed a happy Independence Day with loved ones. In this Quarterly Newsletter, I am sharing an article that may be a helpful resource for you or someone in your life who may be experiencing financial stress and could use some advice […]

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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