Press Release: Flourish Wealth Management Celebrates 10th Anniversary by Giving Back
FOR IMMEDIATE RELEASE Flourish Wealth Management Celebrates 10th Anniversary by Giving Back Flourish Wealth Management is excited to announce the firm’s 10th anniversary and plans to celebrate by giving back to the community. The female-owned wealth management firm, founded in 2014 by financial advisor, author, and speaker Kathy Longo, is an independent boutique wealth management […]
Q4 2023 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA Tuesday, January 16, 2024 I’m delighted to announce that as we step into the New Year, Flourish Wealth Management is celebrating its 10th anniversary! In 2014 I decided to step out on my own and launch Flourish Wealth Management with a commitment to always prioritize a personal approach to financial […]