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
ZI Rank: 1
Signal Type
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ZI Rank
1
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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, tax planning, and employee benefits. The company aims to assist clients in achieving their financial freedom through tailored financial solutions. They operate in compliance with regulations and offer services through LPL Financial, a registered investment advisor. Their intended clients include individuals seeking comprehensive financial planning and management services.Explore more
Popular SearchesLongo Financial Services IncLongo Financial Services LLClongo financial IncSIC Code 62,628NAICS Code 52,523Show more

Longo Financial Services Org Chart

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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
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
-
Stuart Barth, Managing Director at Barth Financial
Stuart BarthManaging Director
<$5M
1-10
Private
-
-
TD
Terri DawsonClient Service Manager
<$5M
1-10
Private
-
2001
HD
Helen DestaPractice Coordinator
<$5M
1-10
Private
-
1977
AB
Alexandra BenoitManager, Operations
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Longo Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Longo Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Longo Financial Services.

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
What is Longo Financial Services competition?
Longo Financial Services top competitors include: Barth Financial, Ratcliff Financial Services, Sterling Total Wealth Solutions, Rimmer Retirement Advisors
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, tax planning, and employee benefits. The company aims to assist clients in achieving their financial freedom through tailored financial solutions. They operate... in compliance with regulations and offer services through LPL Financial, a registered investment advisor. Their intended clients include individuals seeking comprehensive financial planning and management services.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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