James A. Longo, Jr. CFP<sup>&reg;</sup> - Financial Advisor

James A. Longo, Jr. CFP®

CPA, PFS, CRPC

Financial Planner

Paramount Wealth Advisors / Lincoln Financial Advisors Corp.

17w220 22nd St, Ste 410A
Oakbrook Terrace, IL 60181
(630) 501-1041

General

James Longo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Paramount Wealth Advisors / Lincoln Financial Advisors Corp. in Oakbrook Terrace, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Succession Planning, Long-term Care

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Helpful Financial Planning Resources