Find the Certified Financial Planner™
Who's right for you.

Kathleen M. Longo, CFP®, CAP®

Accredited Investors, Inc.

5200 W 73rd St
Edina, MN 55439
Phone: (952) 841-2222

Household Income Minimum: $0
Investable Asset Minimum: $2,000,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.