James Longo
Jim’s focus each day is to fulfill the mission statement of his firm; to simplify the financial aspects of clients’ lives so they have more time to spend on the activities in their lives that bring them joy, happiness and fulfillment. He takes time to build deep relationships with his clients who are primarily Business Owners, Corporate Executives and other Affluent families. Knowing and understanding his clients allows Jim to help them define their objectives, make clear decisions and implement proactive financial planning strategies, in short “to get them from where they are to where they want to be”. Jim uses a fee based approach along with sophisticated modeling tools with his clients so he can objectively develop and implement strategies that limit their risk and volatility over the long term and maintain the integrity and relevance of their financial plan.
Jim is a graduate of DePaul University earning both a B.S. in Commerce Accountancy and a Master of Accountancy. His diverse business career has included ownership/management of a local trucking company, management of an import/distribution company, as well as various consulting engagements in the areas of re-insurance accounting, computer system implementation, print and internet advertising, and sales management/training. This diversity provides Jim with special insight into the business and personal financial challenges faced by business owners, executives and professionals alike.
Jim and his wife live in a Chicago suburb, have two children and five grand-children. Some of his hobbies include golf, photography, and sporting clays. He is active in his parish, the Cursillo Movement and several charitable organizations.
*Licensed, not practicing on behalf of Osaic FA, Inc.
Disclosures: Osaic FA, Inc. and its registered representatives do not give legal or tax advice. James A. Longo, Jr. is a registered representative of Osaic FA, Inc. Securities and investment advisory services offered through Osaic FA, Inc., member FINRA and SIPC.. Osaic FA, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA, Inc.
See Osaic FA’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FA’s Forms ADV, Part 2A, which describe Osaic FA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FA’s broker-dealer services, and other client disclosure documents can be found here.
Wojcicki & Mulroe, P.C. and Osaic (Osaic FA) have formed a strategic alliance in order to offer you access to comprehensive financial planning services. As a client of Wojcicki & Associates, you have the opportunity to access the quality financial planning services of Osaic FA.
James A. Longo, Jr. CPA*, PFS™, CFP®, CRPC
Financial Planner | Paramount Wealth Advisors
P: (630)501-1041 | M: (630)330-2400 | F: (773)380-8554 | jim.longo@lfg.com
Business Text Messaging: (630)796-0119
17W220 22nd Street, Suite 410A | Oakbrook Terrace, IL 60181
CRN-6801894-071724
