HELLO SUMMER!

The weather is beautiful and we all enjoyed a nice long weekend for Independence Day! We hope that you were able to enjoy the holiday with friends and family as well. In this quarter’s newsletter we will share some exciting recognition for our team as well as an “outside-the-box” article about the universe, emotions, and financial decisions. I hope you enjoy!

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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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