Katie Long

Client Logistics Coordinator at Jensen, Marks, Langer & Vance - Buffalo, NY, US

Katie Long's Colleagues at Jensen, Marks, Langer & Vance
Brian Jensen

Principal, Financial Advisor

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Christopher Marks

Financial Planner

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John Vance

Client Services Associate

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Andrew Leberer

Client Support Director

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Thomas Bender

Certified Financial Planner

Contact Thomas Bender

Rachel Coia

Paraplanner

Contact Rachel Coia

Phil Vance

Partner, Financial Planner

Contact Phil Vance

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Katie Long's Contact Details
Email (Verified)
***@jmlvwealthplanning.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
1 866 552-4196
Location
Company
Jensen, Marks, Langer & Vance
Katie Long's Company Details
Jensen, Marks, Langer & Vance logo, Jensen, Marks, Langer & Vance contact details

Jensen, Marks, Langer & Vance

Buffalo, NY, US • 20 - 49 Employees
Financial Services

EXPERIENCE & MULTI DISCIPLINARY PLANNING APPROACHWith over 150 years of combined experience, we know proper financial planning requires a comprehensive set of disciplines. That's why our team includes financial planners, with backgrounds as attorneys, accountants and bankers, and advisors that have earned their MBA, CFP® certification, Chartered Financial Consultant and Chartered Life Underwriter designations.OBJECTIVE ADVICE FROM AN INDEPENDENT FIRMYour financial goals are the focus of our firm. We have maintained our independence so that we can offer our clients a comprehensive array of solutions and financial products that best meet their goals and objectives.

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Frequently Asked Questions about Katie Long
Katie Long currently works for Jensen, Marks, Langer & Vance, LLC.
Katie Long's role at Jensen, Marks, Langer & Vance, LLC is Client Logistics Coordinator.
Katie Long's email address is ***@jmlvwealthplanning.com. To view Katie Long's full email address, please signup to ConnectPlex.
Katie Long works in the Financial Services industry.
Katie Long's colleagues at Jensen, Marks, Langer & Vance are Brian Jensen, Christopher Marks, John Vance, Andrew Leberer, Thomas Bender, Rachel Coia, Phil Vance and others.
Katie Long's phone number is ["+17165974824"]
See more information about Katie Long