Financial Planning & Investment Management
LongView, Inc. is a Central Florida based Registered Investment Advisor dedicated to providing clients with comprehensive, unbiased financial planning and investment management services. As a Fiduciary we have a legal obligation to put our client’s best interests ahead of ours at each and every step of the way.
We are a private, owner operated firm that strives to create an atmosphere of open communication, familiarity, and trust that a company with hundreds or thousands of employees simply cannot offer you. We continually seek ways to better serve you, and remain committed, year after year, to helping you find the best use of your resources.
What makes us different? Our independence. We are independent advisors, not employees of a bank, brokerage, or insurance company. Our Financial Planning and Investment Management services are strictly fee based, not commission or transaction oriented.
We believe we have effectively removed the potential conflicts of interest that can be major obstacles in the path to clients receiving truly unbiased, personalized financial advice.
We offer a service. We sift through the thousands of alternatives in the marketplace to find what’s right for you. We diligently look for cost and tax savings, and aid you in organizing and profiling your financial future.
We earn our paycheck by serving you, the client. This makes the relationship easy to understand, and the incentives clear.
QUESTIONS?
Commissions, high costs, and tax inefficient investments can all work against you in your effort to secure your financial future. Contact us to schedule a free investment audit to help uncover the real costs of your current investments and let us help you keep more of what’s already yours.
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.
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LongView, Inc. is a Registered Investment Adviser in the State of Florida. What might have lead you to our site: Central Florida Certified Financial Planner; Certified Financial Planner in Central Florida; Orlando Retirement Planner; Central Florida Independent Investment Advisor; Retirement Planner in Central Florida; Orlando Area Investment Advisor.