Everyone’s dreams and circumstances are unique. With over 30 years of industry experience, we have been able to develop a comprehensive process to uncover and address your dreams and concerns. A successful partnership means getting to know you first and working with you to put together a financial roadmap to help you pursue your goals.
As an independent firm, we are committed to offering complete personalized and independent advice.
We offer a full range of investment and financial services and have access to a wide array of solutions.
Discover what makes Luongo Wealth Management different from other firms.
A Comprehensive Guide to Health and Wealth Management.By James M. Luongo, CLU, ChFC
Everyone has a risk number.Let’s find out yours.
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“Mr. Jim Luongo of Luongo Wealth Management has been my financial advisor for over 20 years. My confidence in Jim has grown through these years due to his professionalism, understanding my needs by getting to know me, and outstanding communication in keeping me informed about my accounts. His kind personality and knowledge has kept me as his client all these years. I have come to know his staff, which includes Jim’s lovely wife Gail and Jim’s Administrative Assistant Barbara, who are both courteous, helpful, and sincere. I would give Jim a million stars for his work and wish him continued success in his business.”
– CHERYL B, CLIENT
This statement is a testimonial by a client of the financial professional as of 06/06/2023. The client has not been paid or received any other compensation for making these statements.
As a result, the client does not receive any material incentives or benefits for providing the testimonial.
“I have been extremely pleased with my interactions over the past eight years with James Luongo of Luongo Wealth Management. As his client, Jim has shown concern for my financial well-being through quarterly meetings whereby my portfolio is discussed and analyzed as to what has transpired and what to expect in the near future. Other aspects of my financial well-being are taken into account as we discuss aspects of retirement, insurance, large purchases, and even health. Over the years, Jim has gotten to know me, and there is a mutual respect. I look forward to these friendly and informative encounters. His advice has been appreciated. Additionally, Jim will call to check in, asking if I have any questions, concerns, or current needs. I am also updated, through his monthly newsletters and LPL Financial articles that are sent separately as to national or global trends which may be concerning. On my end, I know that the office and Jim are but a phone call or text away. My experiences have been stellar!”
– PENNI D, CLIENT
This statement is a testimonial by a client of the financial professional as of 06/27/2023. The client has not been paid or received any other compensation for making these statements.
As a result, the client does not receive any material incentives or benefits for providing the testimonial
"We have been Jim’s clients for well over 25 years. He is always available to answer any questions we might have. Jim reviews our financial portfolio with us 4 times per year. He keeps us posted on the market’s monthly activity. He is always looking out for our best interests. He was very helpful while we were applying for Social Security and recommended a seminar to attend. He also came to an appointment at the Social Security office to make sure everything was being done correctly. We appreciate everything Jim does for us because he is doing a very good job, and we will always have him represent us. He has a client appreciation luncheon which is lovely. We highly recommend Jim."
- William and Patricia B, Client