HOW YOU BENEFIT
At Longevity, we offer a deeply personalized wealth management experience, built on mutual trust and understanding. Each strategy we craft is tailored to your unique goals and aspirations. Our approach is not just advisory—it's a journey we navigate together, adapting as your life evolves. With a blend of boutique-style service and institutional-grade resources, we ensure your wealth grows and your life journey is enriched. At Longevity, you're more than a client; you're part of a community focused on prosperity and well-being.
Financial Planning
We harness the power of data for evidence-based decisions, focusing first on your immediate financial priorities. Later, we revisit every aspect of your plan, ensuring a comprehensive approach that addresses both your current needs and future goals.
Investment Management
The traditional 60/40 model portfolio is outdated. Our pension-style investment approach boosts your portfolio's diversification, providing better investment return opportunities with less market volatility.
At Longevity, our commitment to excellence in wealth management and client service has been consistently recognized. We take pride in our achievements, as they reflect our dedication to providing the highest standards of service and expertise.
At Longevity, our innovative approach to wealth management and personal well-being has captured attention across the nation, highlighting our expertise and thought leadership in the industry. Explore where our voices have been heard and our achievements recognized.
Amazing people with phenomenal service. They work very hard for their clients, and they are incredibly honest and trustworthy. I will no longer use anyone else!
Nathalie Jolivet
Nov 2022
Extremely friendly, patient, and knowledgeable. Appreciate the time and effort that is put into the customer service !
Montse Figueroa
Nov 2020
The right financial services for you. Take a step in the right direction and trust them with your finances, you won't regret it. Great experience and unbelievable integrity.
Gabriel Shamaoun
Nov 2020
[...] They truly go above and beyond to ensure that everyone has a personalized strategy to meet their goals and needs. Absolute experts in their fields. Keep it up!
Jacob Meyer Snitman
Oct 2023
[Sergio] has helped me find the best insurance coverage for my life goals... found plans that work in my budget but still set my family up for success. I recommend Sergio to absolutely anyone looking for great, well educated advice and life insurance!
Katie Oh
Dec 2022
[Michael Reichman] asked key questions to pinpoint the right insurance plans for me. He was easy to talk to and really listened to my needs. Michael recommended the best policy in a professional and respectful manner. Thanks for the great service!
Rosalie Grenier
Mar 2023
[Longevity] was professional, knowledgeable, forthcoming and [...] easy to understand. [...] I walked away more knowledgeable, at ease and also a new Life Insurance Policy for my mother. Thank you [Longevity] for your excellent service.
Mike
Oct 2021
[Longevity] was very clear, helpful and patient with us in planning our finances and cash flow as well as helping us start to plan our future with life insurance. We'd recommend their services, especially if you're not sure where to start with your finances.
Alethea Brown
Aug 2020
[Longevity] is amazing. [...] I recommend [them] to anyone who is looking to achieve their ideal life (I know it's cheesy but it's true). They can help you with planning for the future and/or protecting what you have or will have.
Sara Yan
Jun 2020
Where do I start? The energy that Sergio had during our meeting was unmatched, he was very enthusiastic about helping me find the right product for my needs. Who knew that insurance could be so exciting!
Constantino Almeida
May 2020
My meeting with the advisor was quick, hassle free and got me the coverage I needed. There's growth in my investments while I'm protected thanks to [Longevity].
Alvin Paliuanan
Apr 2020
