Longo Financial Services

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

1385 Boston Post Rd Ste 1, Larchmont, Ne...

Phone Number

(914) 902-0060

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Longo Financial Services

Longo Financial Services Inc. specializes in providing a range of financial services including retirement planning, wealth management, risk management strategies, legacy and estate planning, and tax planning. The company aims to assist clients in achieving financial freedom and offers employee benefits as part of its services. Their offerings are tailored for individuals seeking comprehensive financial guidance and support. Securities and advisory services are provided through LPL Financial, ensuring a professional approach to financial management.Explore more
SIC Code 62,628NAICS Code 52,523Show more

Longo Financial Services Org Chart

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Compare insights from companies similar to Longo Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Longo Financial Services

<$5M
1-10
Private
-
2004
$8.6M
11-50
Private
-
2010
Gordon Menard, Founding Partner at Sterling Total Wealth Solutions
Gordon MenardFounding Partner
<$5M
1-10
Private
-
-
Stuart Barth, Managing Director at Barth Financial
Stuart BarthManaging Director
<$5M
1-10
Private
-
2001
ST
Soshanna TruongClient Services Assistant
<$5M
1-10
Private
-
1977
AC
Alexandra ClarkDirector, Marketing
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
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Longo Financial Services Tech Stack

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Frequently Asked Questions Regarding Longo Financial Services

What is Longo Financial Services's official website?
Longo Financial Services's official website is www.longofinancial.com
What is Longo Financial Services's Revenue?
Longo Financial Services's revenue is <$5 Million
What is Longo Financial Services's SIC code?
Longo Financial Services's SIC: 62,628
What is Longo Financial Services's NAICS code?
Longo Financial Services's NAICS: 52,523
How many employees does Longo Financial Services have?
Longo Financial Services has 1-10 employees
What industry does Longo Financial Services belong to?
Longo Financial Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Longo Financial Services competition?
Longo Financial Services top competitors include: Barth Financial, Ratcliff Financial Services, Sterling Total Wealth Solutions, Confidere Financial
What technology does Longo Financial Services use?
Some of the popular technologies that Longo Financial Services uses are: Drupal, Proofpoint, AddToAny, Google Tag Manager
How do I contact Longo Financial Services?
Longo Financial Services contact info: Phone number: (914) 902-0060 Website: www.longofinancial.com
What does Longo Financial Services do?

Longo Financial Services Inc. specializes in providing a range of financial services including retirement planning, wealth management, risk management strategies, legacy and estate planning, and tax planning. The company aims to assist clients in achieving financial freedom and offers employee benefits as part of its services. Their offerings are t... ailored for individuals seeking comprehensive financial guidance and support. Securities and advisory services are provided through LPL Financial, ensuring a professional approach to financial management.Read More

Is Longo Financial Services a public company?
Longo Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Longo Financial Services

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