Flourish Insights™

Listen to Flourish Financially with Kathy Longo on your favorite streaming service

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. The right financial advisor can play a vital role

An important aspect of the Flourish investment philosophy is to help our clients find the right portfolio for them. We use a variety of tools

If we’ve been doing our job as your fiduciary advisor, you might already be able to guess what our take is on current market news:

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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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