Understanding you, your family, your business

Because we listen

The value of an advisory relationship is found in how often you get to be heard. You can count on us to reach out. That’s why we know how to serve you best.

The Longo Group

We provide financial planning and investment solutions to individuals, families and business owners facing complex financial challenges.

Your Team

Meet your experienced team of very personable professionals who emphasize great client service.

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Key Services

From retirement to business succession to legacy planning, we help you in every phase of your financial life.

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Our Approach

Our personalized approach drives our firm’s culture and informs our planning process.

We’re ready to answer your questions.


Toll-free: 833-475-6646

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