Michael J Longo
Michael is the President and owner of Longo Financial Services. Michael has been working for over 20 years in the financial services industry and for nearly 17 of those years Michael has been helping his clients pursue their financial goals. Michael has helped his clients in areas of financial planning, estate planning, wealth management, and employee benefits. Michael specialty is in the areas of retirement planning, wealth management, and estate planning.
Michael and his family are residents of Westchester County. Michael is involved with many religious and charitable organizations. Michael enjoys reading, going to the beach, attending sporting events, visiting historical landmarks, and most of all spending time with his family.
Michael holds a Bachelor of Science in Business Administration/Finance, Magna Cum Laude, from Mercy college.
Licenses-Held with LPL Financial
Series 7, 63
Michael is registered to provide advisory services in the state of New York and brokerage services in the following states NY, FL, NJ, PA, NC, CT, VA, CA, SC, NV