Verified recordFinancial Services

James M. Luongo

Wealth Advisor at Luongo Wealth Management

Based in Palm City, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Palm City

Industry

Financial Services

Company size

3

Contact information

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Email

1 credit

j•••••••@luongowealthmanagement.com

Phone

5 credits

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Background

About James M. Luongo

Life never stands still. It evolves, changes direction, and leads to new possibilities. This means that your approach to financial security planning cannot be static, because as your life changes, so does your needs and goals. Working together, I can help you pursue your financial goals and objectives. Regardless of the complexity of financial issues you face, no time is better than the present to get started. The sooner you can plan ahead, the better the outlook may be for a financially secure future. Feel free to contact me today. • Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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James M. Luongo Email & Phone Number @ Luongo Wealth Management | Kipplo Discover