Kathy Longo quoted in WhatInvestment.co.uk’s 13 goals for Investors in 2019

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Kathy was recently quoted on WhatInvestment.co.uk about how establishing realistic goals can keep you on track for better financial outcomes.

Read what Kathy had to say about making goals for 2019 here.

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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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