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James Longo

As a Financial Planner affiliated with LFA, Jim’s focus each day is to fulfill the mission statement of his firm. He strives to simplify the financial aspects of his clients’ lives so they have more time to spend on the activities in their lives that bring them joy, happiness and fulfillment. Comprehensive financial planning and competent advice is the core focus with each individual client. He takes time to build deep relationships with all of his clients who are primarily Business Owners, Corporate Executives and other Affluent families. Knowing and understanding his clients allows Jim to help them define their objectives, make clear decisions and implement proactive financial planning strategies. Jim uses a fee based approach with his clients so he can objectively develop and implement strategies that limit their risk and volatility over the long term.

Jim is a graduate of DePaul University having earned both a B.S. in Commerce Accountancy and a Master of Accountancy. He is also a CPA*. His diverse business career has included ownership/management of a local trucking company, management of an import/distribution concern, as well as various consulting engagements in the areas of re-insurance accounting, computer system implementation, print and internet advertising, and sales management/training. This diversity provides Jim with special insight into the business and personal financial challenges faced by business owners, executives and professionals alike.

Jim is married and lives in a Chicago suburb. He has two children and four grand-children. He enjoys golf, photography, sporting clays and helping his kids with activities such as volleyball, soccer, basketball, and wrestling. He is active in his parish, the Cursillo Movement and several charitable organizations.

Wojcicki & Associates and Lincoln Financial Advisors Corp. (LFA) have formed a strategic alliance in order to offer you access to comprehensive financial planning services. As a client of Wojcicki & Associates, you have the opportunity to access the quality financial planning services of LFA.

Lincoln Financial Advisors and its registered representatives do not give legal or tax advice. James A. Longo, Jr.is a registered representative of Lincoln Financial Advisors Corp. While the two firms will work together to provide you with the best service possible, each firm is independently responsible for the services offered. Wojcicki & Associates is not an affiliate of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. * Licensed, not practicing on behalf of Lincoln Financial Advisors Corp. CRN-2396893-012519

James A. Longo, Jr., CPA, PFS, CFP, CRPC
Financial Planner| Paramount Wealth Advisors

17W220 22nd Street, Suite 410A
Oakbrook Terrace, IL  60181

P: 630-501-1041
F: 773-380-8554
E: jim.longo@lfg.com

 

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