Luongo Wealth Management, affiliated with SEC-Registered Investment Adviser and FINRA member firm LPL Financial LLC (CRD# 6413 / SEC# 801-10970), is a dedicated retirement and estate wealth practice located at 3553 SW Corporate Parkway in Palm City, Martin County, Florida (ZIP 34990). Founded by Wealth Advisor James Michael Luongo, ChFC®, CLU® (CRD# 2176077), who has over 30 years of financial planning experience, the firm specializes in Chartered Financial Consultant (ChFC®) retirement distribution planning, Chartered Life Underwriter (CLU®) estate liquidity and long-term care risk protection, and tax-smart Required Minimum Distribution (RMD) management.
Official Verification Sources: FINRA BrokerCheck — James Michael Luongo (CRD# 2176077) / LPL Financial LLC (CRD# 6413); Luongo Wealth Management — Official Website
Issuer: SEC IAPD / FINRA BrokerCheck
Notes: Active Palm City wealth management office affiliated with LPL Financial LLC (CRD# 6413). Founder James M. Luongo (CRD# 2176077) holds ChFC® and CLU® designations.
Factual details and direct answers about Luongo Wealth Management — LPL Financial (James M. Luongo, ChFC®, CLU®)'s services, licensing, and credentials.
What professional designations does James M. Luongo hold at Luongo Wealth Management in Palm City?
Founder James Michael Luongo (CRD# 2176077) holds both the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from The American College of Financial Services, backed by over 30 years of advisory experience.
Does Luongo Wealth Management assist Palm City retirees with long-term care and estate liquidity planning?
Yes. Leveraging his ChFC® and CLU® background, James Luongo helps retirees structure sustainable retirement income, evaluate hybrid long-term care insurance, and coordinate tax-efficient wealth transfers.
Where is Luongo Wealth Management located?
The office is located at 3553 SW Corporate Pkwy, Palm City, FL 34990, adjacent to the Martin Downs corridor, and can be reached at (772) 258-5854.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.