Flourish Insights™

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The following article from CNBC provides helpful background information on the Financial Planning industry’s trend toward the use of Turnkey Asset Management Programs (TAMPs).  As

Welcome to Flourish Insights™ where we hope to share our views to benefit your financial well being along with selected insights from influential publications along

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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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