WebSep 15, 2024 · Over 103,000 advisors across more than 4,900 companies including 16 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs, and ... WebPresident & Founder. Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most ...
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WebOct 19, 2024 · Flourish Wealth Management is an independent, fee-only, wealth management firm that provides hands-on expertise focused solely on the best interest of our clients. With a proactive approach to comprehensive planning and highly personal relationships we foster confidence and trust and provide our clients with tools to Flourish! WebApr 30, 2024 · Women’s Wealth Management Needs. As one of the best financial planners in Minneapolis, Flourish Wealth Management offers a unique set of investment and wealth management and advisory services that focuses on the needs of female clients. From women in transition (separations, divorce, loss of a loved one), to female executives and … earache or toothache how to tell
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WebSep 16, 2024 · Today, the Flourish platform is used by more than 440 wealth management firms representing more than $1.4 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more ... WebSep 17, 2024 · Cash management solution, Flourish Cash offers a competitive interest rate and a better Federal Deposit Insurance Corp. (FDIC) insurance than a bank account in a single compact online account ... WebDirector, Operations at Flourish Wealth Management "Michelle Sedlacek joined Flourish Wealth Management as Director of Operations to enhance our current services and processes along with leading new initiatives and strategic opportunities. She will oversee and execute these initiatives with a focus on enhancing the client and team experience. in chew