Discover how to become a more socially responsible investor with Environmental, Social, and Governance investments that resonate with your values.

If you’d like to get started investing in ESG in order to create a more value-focused portfolio, there are many opportunities available to you. At Flourish Wealth Management, we help our clients identify the themes most important to them and build a customized portfolio to match. You can get started today by taking our ESG survey.

Always check back next week for more Flourish Insights with Jay Pluimer and don’t forget to check out our insights blog at https://www.flourishinsights.com Please write a review of this podcast on Apple Podcasts or Alexa.

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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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