KL
Kathy Longo
Founder & President at Flourish Wealth Management®
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Work Experience
Founder & President
Present
Company Details
Flourish Wealth Management® is an independent, fee-only, boutique wealth management firm that provides hands-on expertise focused solely on the best interest of each client. Our proactive approach integrates industry-leading financial solutions combined with innovative strategies. At Flourish, our trusted advisors help ensure preparation for the future - no matter what it brings. We bring the expertise and tools necessary to improve our clients’ lives. Flourish serves a dedicated group of clients through highly personal relationships. We listen. We ask the right questions. Taking the time to learn all the important details of life, including aspirations, values and passions, we can skillfully integrate all available resources to create expertly tailored planning. It is a place to Flourish! Our team is excited to learn about your financial goals and work together to help you realize those dreams. Contact us to learn more at 952.392.4474 or info@flourishwm.com.
Year Founded
2014
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
3300 Edinborough Way, Suite 420 Edina, MN 55435, US
Keywords
wealth managementfinancial planninginvestment planning
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