Who We Are

Our purpose is to serve and deliver plus one.

LongView Financial Solutions, LLC provides comprehensive investment services that help clients achieve their financial goals.

Our mission is to assist our clients in every aspect of their financial lives. We strive to provide the financial services to individuals, families, and businesses. Additionally, we serve as a professional magnet for advisors looking to create more sustainable, client-centric businesses. Our comprehensive financial planning and investment advisory firm has a wide-range of experience in all of the key financial practices.

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Our people are our biggest asset

Meet Kathy

"Kathy is the person you could call in the middle of the night for help and she would be the first to arrive, with that said, you can imagine how helpful she is as a peer and to our clients"

What We Do