Setting Financial Goals: A New Journey for a New Year

Elevate your financial journey with these tips and strategies for achieving your financial goals for 2024.

As the calendar turns its page to a fresh chapter, many of us find ourselves reflecting on the past and contemplating the future. It’s that time of the year when resolutions are made and ambitions are set. While health and wellness often dominate the resolution landscape, let’s not overlook the significance of setting financial goals […]

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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