According to AdvisoryHQ the following are key factors that enabled Flourish Wealth Management to Rank as a Top Wealth Management Firm in Minneapolis:
Kathy Longo (Founder and Principal) and Jay Pluimer (Director of Investments) hosted a live client webinar on Tuesday, March 17th to share their perspectives about impacts on the financial and investment environment from Coronavirus. A link to the recording is included below which includes both the audio and the visuals from the webinar. Unfortunately, due to a technology glitch, the introduction to the presentation wasn’t included in the video.
Kathy Longo recently sat down with George Grombacher of the Money Savage podcast to discuss how values fit into financial success, how to determine yours, and the challenges and opportunities associated with life’s transitions.
Kathy Longo recently sat down with Katherine Liola, CFP®, BFA®, CRPC®, AIF®, David D. Holland, CFP®, CPA, PFS, ChFC®, and Stephanie Barnier, CFP® to shoot an episode for the upcoming season of PlanStrongerTV™
Kathy Longo CFP®, CAP®, CDFA® has been officially selected by Investopedia as one of their top 100 Financial Advisors of 2019!
This is the third year for the Investopedia 100 which celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management, influence the practice of financial advice, and help educate millions of investors.
