Longevity Capital Management LLC is an independent financial services firm built on over thirty years of experience helping individuals, families and business owners prepare for retirement and manage their financial future. Their advisors are seasoned specialists providing comprehensive asset management and financial services. If you have a specific service you need, including a second opinion or review of your current plan, they can provide a la carte services, as well.

Their mission is to create strong client relationships that stand the test of time, make a difference in their client’s lives and provide independent ideas.

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    4.6

    215 reviews

Upcoming Live Webinars

FREE 1.5 CPE Live

Sustainable Investing: The ESG Perspective

userTerri McGray

adviserLongevity Capital Management LLC

Nov 19, 2019 01:30 PM EST

PAST WEBINARS

Ten Confessions of a Fiduciary
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Ten Confessions of a Fiduciary

user McGray

adviserLongevity Capital Management LLC

4.6 (32)
Nov 05, 2019 01:30 PM EST
Our National Retirement Crisis and the Costs to Employers
FREE 2 CPE Live

Our National Retirement Crisis and the Costs to Employers

user McGray

adviserLongevity Capital Management LLC

ADVANCE LEARNING
4.8 (28)
Sep 25, 2019 01:30 PM EST
The Big Debate: Passive Vs. Active Investing
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The Big Debate: Passive Vs. Active Investing

user McGray

adviserLongevity Capital Management LLC

INSIGHTFUL
4.5 (78)
Oct 22, 2019 01:30 PM EST
CalSavers - California's Mandatory Retirement Program
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CalSavers - California's Mandatory Retirement Program

user McGray

adviserLongevity Capital Management LLC

INSIGHTFUL
4.7 (38)
Oct 08, 2019 01:30 PM EST
The Big Debate: Passive vs. Active Investing
FREE 1 CPE Live

The Big Debate: Passive vs. Active Investing

user McGray

adviserLongevity Capital Management LLC

INSIGHTFUL
4.5 (78)
Sep 11, 2019 01:30 PM EST
CalSavers - California's Mandatory Retirement Program
FREE 1.5 CPE Live

CalSavers - California's Mandatory Retirement Program

user McGray

adviserLongevity Capital Management LLC

INSIGHTFUL
4.7 (38)
Aug 30, 2019 01:30 PM EST
Our National Retirement Crisis and the Costs to Employers
FREE 2 CPE Live

Our National Retirement Crisis and the Costs to Employers

user McGray

adviserLongevity Capital Management LLC

ADVANCE LEARNING
4.7 (67)
Aug 07, 2019 01:30 PM EST