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Home > Financial Planner Directory > Minnesota > Edina > Kathleen M. Longo, CFP®, CAP®

Kathleen M. Longo, CFP®, CAP®

Planner List SAVED PLANNERS (0)

Accredited Investors Inc.

5200 W 73rd St

Edina, MN 55439

Phone: (952) 841-2222

Fax: (952) 841-2223

Saved in Saved Planners

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.

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