Longman WealthCare Management

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

11098 Biscayne Blvd Ste 304, Miami, Flor...

Phone Number

(305) 892-8598

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Longman WealthCare Management

Longman WealthCare Management, LLC specializes in providing comprehensive financial services including tax, accounting, estate planning, elder care, and investment planning. The firm focuses on helping businesses and individuals accumulate wealth while minimizing taxes through expert planning techniques. With a team of CPAs, Personal Financial Specialists, and Registered Investment Advisors, they prioritize client interests and offer a personalized approach to financial management. Their services are designed for clients seeking integrated financial solutions and long-term relationships built on trust and expertise.Explore more
Longman WealthCare Management's Social MediaPopular SearchesLongman Wealthcare Management LLCThomas J Longman, CPALongman ThomasLongman, ThomasThomas J Longman CPASIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Longman WealthCare Manage...

<$5M
1-10
Private
-
1994
N/A
<$5M
11-50
Private
<$5M
2004
MF
Marisa FugateGeneral Partner, Wealth Management Advisor - Tax and Wealth Strategies
<$5M
11-50
Private
-
1987
CG
Cynthia GundersonOffice Manager and Senior Administrative Assistant
<$5M
1-10
Private
-
1980
DS
Danielle SchmiegeOffice Manager and Accountant
<$5M
1-10
Private
-
2008
<$5M
1-10
Private
-
2009
DC
Dariusz CaputaPresident, CPA, MSA
<$5M
1-10
Private
-
1997
PK
Patricia KungieDirector, Information Technology
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Longman WealthCare Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Longman WealthCare Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Longman WealthCare Management.

Longman WealthCare Management Tech Stack

A closer look at the technologies used by Longman WealthCare Management

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Frequently Asked Questions Regarding Longman WealthCare Management

What is Longman WealthCare Management's official website?
Longman WealthCare Management's official website is www.tomlongman.com
What is Longman WealthCare Management's Revenue?
Longman WealthCare Management's revenue is <$5 Million
What is Longman WealthCare Management's SIC code?
Longman WealthCare Management's SIC: 62,628
What is Longman WealthCare Management's NAICS code?
Longman WealthCare Management's NAICS: 52,523
How many employees does Longman WealthCare Management have?
Longman WealthCare Management has 1-10 employees
What industry does Longman WealthCare Management belong to?
Longman WealthCare Management is in the industry of: Finance, Securities Trading
What is Longman WealthCare Management competition?
Longman WealthCare Management top competitors include: Connolly Financial Advisors, Sandy Flom, Mathieson, Moyski, Austin, Thielen & Associates
What technology does Longman WealthCare Management use?
Some of the popular technologies that Longman WealthCare Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Brightcove, Google Font API
How do I contact Longman WealthCare Management?
Longman WealthCare Management contact info: Phone number: (305) 892-8598 Website: www.tomlongman.com
What does Longman WealthCare Management do?

Longman WealthCare Management, LLC specializes in providing comprehensive financial services including tax, accounting, estate planning, elder care, and investment planning. The firm focuses on helping businesses and individuals accumulate wealth while minimizing taxes through expert planning techniques. With a team of CPAs, Personal Financial Spec... ialists, and Registered Investment Advisors, they prioritize client interests and offer a personalized approach to financial management. Their services are designed for clients seeking integrated financial solutions and long-term relationships built on trust and expertise.Read More

What are Longman WealthCare Management social media links?
Longman WealthCare Management Linkedin page
Is Longman WealthCare Management a public company?
Longman WealthCare Management is private company therefore does not currently have an official ticker symbol
See more information about Longman WealthCare Management

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