LongView, Inc. is a Central Florida based Registered Investment Advisor (RIA) dedicated to providing clients with comprehensive, unbiased financial planning and investment management services.
As a private, independently owned and operated firm, we strive to create an atmosphere of open communication, familiarity, and trust that a company with hundreds or thousands of employees simply cannot offer you. And as we believe it should be, establishing the relationship is just the beginning. We continually seek ways to better serve you, and remain committed, year after year, to helping you find the best use of your resources.
Our goal is to:
- Help you organize and understand your current financial situation;
- Help you profile your financial future;
- Help you use your financial resources in a manner that best serves your financial needs and wishes;
- Help you protect and grow your assets.
We are independent advisors, not employees of a bank, insurance or investment company. Our Financial Planning and Investment Management services are strictly fee based, not commission or transaction oriented. We earn our paycheck by serving you, the client. This makes the relationship easy to understand, and the incentives clear.
At LongView, you’ll work with the same advisor every time, year-in and year-out. We feel our clients benefit from this as it allows the advisor to accumulate an ever growing base of knowledge and experience regarding your personal financial situation and preferences. This knowledge and experience is invaluable to us in our efforts to deliver advice that is specifically tailored to meet your needs and wants.
The principles upon which we have built, and continue to operate our company, are as follows:
Many advisors with our experience and credentials require those they work with to have minimum portfolios of $500,000 or a $1,000,000, often times even more. At LongView, if you're serious about your financial future, and there's something of value we can offer you, the current value of your portfolio won't be a barrier to us creating a working relationship.
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A Registered Investment Advisor (RIA) must adhere to a fiduciary standard of care laid out in the US Investment Advisers Act of 1940. This standard requires RIAs to serve a client's best interests with the intent to eliminate, or at least to expose, all potential conflicts of interest which might incline an investment adviser - consciously or unconsciously - to render advice which was not in the best interest of the client.
This website is for informational purposes only and does not represent a complete description of our services. This website is not a solicitation or offer to buy or sell securities or investment advisory services. Information throughout this site, whether stock quotes, charts, articles or any other statement or statements regarding market of other financial information, is obtained from sources we believe to be accurate; however, we do not guarantee the timeliness or accuracy of such information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. There are no warranties expressed or implied as to the accuracy, completeness or results obtained from any information posted on this or any linked website.
Information on this website does not involve the offering of personalized investment or financial planning advice. Rather, it is limited to providing only general information on investment, retirement, and financial planning ideas, services, and products.
Any and all charts, graphs, stock and/or mutual fund quotes are for illustrative purposes only. They do not depict actual investments, actual results, or actual client experiences and results.
Hyperlinks on this website are listed for convenience only. LongView, Inc. does not take responsibility for the information, products, services or advice found via these hyperlinks.
LongView, Inc. is a Registered Investment Adviser in the State of Florida.
LongView, Inc. 740 Florida Central Parkway, Suite 2000, Longwood, FL 32750 Telephone: (407) 260-6999.
For more information, contact Ted Black, CFP® at (407) 260-6999, ext. 120.
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