Advisor photo for Ian Longtin

Ian Longtin

Financial Advisor
Client Satisfaction 5.0 / 5 rating based on 5 reviews
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Helping people is what I do.

Your financial goals can be more than just budgets and balance sheets. They reflect the larger story you write daily as you live out your passions, values, and dreams.

Investing and financial planning can be brought to life when shaped by your story. It’s my joy to help people like you – individuals, families, and businessowners, build more confidence as you pursue the life you want to enjoy alongside those you care about.

Helping you write a story that matters most to you, is what matters most to me.

“The best way to predict your future is to create it.”

ABRAHAM LINCOLN

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Financial guidance for the whole family

When it comes to financial wellness, the whole family deserves a seat at the table. We are dedicated to understanding and meeting the unique financial goals of each generation. We specialize in crafting personalized financial strategies that resonate with the varied aspirations of both younger and older family members.

Our approach involves engaging each generation in meaningful conversations about their distinct financial priorities. Whether it’s planning for education, retirement or personal investments, we ensure every voice is heard and every goal is addressed.

We also emphasize the importance of financial literacy across generations, empowering each family member to make informed decisions for their future. For a tailored, multi-generational financial planning experience, we are ready to assist.

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