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Submitted URL: http://longviewwm.com/
Effective URL: https://www.longviewwm.com/
Submission: On January 25 via api from US — Scanned from DE
Effective URL: https://www.longviewwm.com/
Submission: On January 25 via api from US — Scanned from DE
Form analysis
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Text Content
281 Hartford Turnpike, Suite 316, Vernon, CT 06066 (860) 871-7055 ken@longviewwm.com Client Login Menu * Home * About * Team * Mission Statement * Products and Services * Useful Links * ESG Investing * Medicare * LPL * About LPL Financial * Weekly Market Commentary * LPL Research * Fiduciary Focus * LPL at a Glance * LPL Retirement Plan Tools * LPL Account View * Resources * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Glossary * Tax Resources * Contact * Our Location Client Login RETIREMENT REDEFINED Around the country, attitudes about retirement are shifting. Learn More IT MAY BE TIME FOR A FINANCIAL CHECKUP It’s never a bad time to speak with your financial professional about changes in your situation. Learn More BRIDGING THE CONFIDENCE GAP In the world of finance, the effects of the "confidence gap" can be especially apparent. Learn More WHEN MARKETS REACT When markets shift, experienced investors stick to their strategy. Learn More RETIREMENT REDEFINED Around the country, attitudes about retirement are shifting. Learn More IT MAY BE TIME FOR A FINANCIAL CHECKUP It’s never a bad time to speak with your financial professional about changes in your situation. Learn More BRIDGING THE CONFIDENCE GAP In the world of finance, the effects of the "confidence gap" can be especially apparent. Learn More WHEN MARKETS REACT When markets shift, experienced investors stick to their strategy. Learn More Schedule an Appointment WE WORK FOR YOU Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Learn more WHAT DOES YOUR RETIREMENT LOOK LIKE? We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives. Learn more WORDS OF WISDOM "The investor of today does not profit from yesterday's growth." - Warren Buffet MEET THE TEAM OUR TEAM Our professionals are ready to evaluate and support all your potential investments. Learn more ABOUT US Years of experience have prepared us to guide you through life's transitions. Learn more ESG INVESTING Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. Learn more HAVE A QUESTION? Name Email Address Phone Question Submit Thank you! Oops! GET TO KNOW THE TEAM Schedule an Appointment CONTACT Office: (860) 871-7055 Fax: (860) 871-7153 281 Hartford Turnpike Suite 316 Vernon, CT 06066 ken@longviewwm.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered or licensed. Please note that not all of the investments and services mentioned are available in every state.