Founded in 1980 by Juliann Longhi, Longhi Financial began as a personal income tax practice.

Longhi soon saw the need to offer her clients financial services and became a representative of HD Vest Investment Services.In 2008 Stanley B Warner, III, CPA, MBA entered into a partnership with Longhi to form Longhi Financial Inc. Warner has been a registered representative with H.D. Vest Investments since 2004.When asked about the early years, Longhi said, "As I look back I am pleased that I was able to assist so many clients over the years. Many of my original clients are still with us and have helped our practice to grow by referring their friends, family and business associates. It is an honor to continue to serve those clients and so many others by offering financial guidance through the best and sometimes the worst times of their lives."Longhi said, "Because we are tax professionals as well as financial professionals we have the ability to offer our clients a holistic approach to financial planning. We take into account all aspects of our clients' financial profile. We do not just focus on selling a product. We focus on the individual needs of the person, analyze their situation now, consider their goals, and then offer suggestions."Warner said, "I have the highest regard for Juliann. She has consistently moved her practice forward by keeping current with the financial markets and products. She believes strongly in education for herself, her staff and her clients. The results are that Juliann has been consistently recognized as a top representative of HD Vest, an achievement that I plan to emulate. By uniting our practices and working together I believe Juliann and I are able to offer our clients so much more through our combined experience and knowledge of taxes and financial products. We do not subscribe to the one size fits all approach."The team at Longhi Financial consists of: Marie Umbriac who joined in 1999 and has a strong background in banking operations and customer service.; Ann Tracy, with Longhi since 2003, successfully obtained the necessary licenses to handle the purchase and sale of mutual funds and insurance; Michele O'Donnell, who joined the team in 2009, with a strong background in accounting, and Megan Szostek, who joined in 2013, a graduate of McCann School of Business with a degree in accounting.Members of our current Client Advisory Board are: Sue Assalita, Joe Balascik, Phil Houm, Terry Kurek, Gar Thomas and Kay Whetstone.Longhi Financial is located on Route 309 in Hometown and is online at

www.LonghiFinancial.com and on Facebook.