Jack W Furlong, CFP, APMA, BFA

07/30/2026

Happy National Intern Day!

Sam lightens the load for everyone in our office... some more than others.

From tackling projects to helping keep things organized, Sam has become an indispensable part of the team. We're grateful for the hard work, positive attitude, and willingness to carry the load, literally and figuratively.

Thanks, Sam

07/04/2026

02/20/2026

We're happy to share that our practice is a recipient of the 2025 Ameriprise Client Experience Award! We could not have received this award without the support of our team members Mandy, Jenn and Janessa. Thank you for all you do to make our practice run smoothly.
https://bit.ly/4c0MzLZ

12/31/2025

As we welcome 2026, here’s to fresh starts, big dreams, and the little moments that make life meaningful.
May this year bring you:
🌟 Health that keeps you strong
🌟 Happiness that fills your days
🌟 Success in every goal you set
Wishing you and your loved ones a year full of joy, peace, and prosperity.
Happy New Year!

12/25/2025

Wishing you a season filled with joy, peace, and cherished moments with the ones you love. May your home be bright with laughter, your heart full of gratitude, and your new year blessed with happiness.

10/31/2025

This Halloween, let's make sure your financial future isn't a ghost story. I'm here to help you keep your head - and your finances - on straight.