Professional Focus and Services
Jim Larson and Jill Longo are Registered Investment Advisors
providing financial planning and investment management services to
individuals, small businesses, schools and non-profits. They have
specialized in serving socially, environmentally and financially
concerned investors since 1980.
Jim and Jill assist clients by:
- Listening to clients' financial goals and objectives. Discussing clients' social goals.
- Helping clients' determine their specific risk level. Suggesting investments the clients would most be comfortable with.
- Following up on a regular basis to make any needed changes.
The Client Relationship
Our office is staffed with experienced personnel, ensuring that clients receive high-quality financial services in a timely manner. Accounts are normally held either at the mutual funds, at Charles Schwab Institutional Services or in a brokerage account at Northeast Securities.
Financial Planning Services
- Socially Responsible Investing
- College Education Planning
- Life, Long-Term Care and Disability Insurance
- Retirement and Estate Planning
- Inheritance and Trust Fund Planning
Financial planning services are available on a commission or asset fee basis. During our first meeting, we will discuss in detail the estimated costs of working with us. There are no hourly fees for meetings, phone calls or responding to Emails.
Investment Management Services
All of our investment services are tailored toward you, the socially and environmentally responsible investor. We feature the First Affirmative Financial Network investment management services as well as other approaches that may be appropriate to your situation. We would enjoy assisting you in deciding on a sensible course of action.
Jim Larson is a Selling Group Member of First Affirmative Financial Network, a nationwide network of investment professionals dedicated to serving socially conscious investors. He has been a member of The Social Investment Forum since 1993 and is a member of Green America. His broker-dealer firm is Northeast Securities, a FINRA Registered Broker/Dealer located in Mitchel Field, New York.
Education and Experience
Jim and Jill have specialized in helping clients participate in the socially responsible investing movement. Jill has worked with investment clients since 1980, Jim has worked with investment clients since 1993. Both have General Securities Licenses, Insurance Licenses, and Registered Investment Advisory Licenses.
Jim and Jill lecture and do seminars on socially responsible investing to non-profits, churches and small businesses. Call them to arrange a visit with your group.
Registered Representative with Northeast Securities, Inc., Member FINRA. Supervised from the following Broker-Dealer Branch Office: 333 Earle Ovington Boulevard, Mitchell Field New York 11553, 516.396.1602. Jim Larson subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. He is not an investment advisor representative of First Affirmative. First Affirmative is not an affiliate or subsidiary of Northeast Securities, Inc., Member FINRA.