Zachary F. Longley is an independent, investment, tax, and financial opportunity specialist dedicated to providing common sense strategies to today’s complex financial issues. His goal is to assist his clients in reaching financial independence and then managing their resources after retirement. Zack believes in building lasting relationships with his clients and providing them with the financial confidence they need to achieve their short-term and long-term financial goals.
As an associate of Northeast Planning Associates, Inc., Zack has experience in retirement planning, tax management, college funding, and estate planning for future wealth preservation and transfer. He holds the Series 7, 63 and 65 registrations with LPL Financial.
Zacks’s experience combines academic study with practical experience. Zack graduated from the University of Maine. Prior to joining LPL Financial, he spent years observing his father, Zachary M. Longley, MBA, RFC, who has been in the financial services industry for over 25 years. Over the years, Zack has gained indispensable industry knowledge and learned comprehensive planning strategies from his father.
Prior to pursuing his passion for helping clients work towards their personal and financial goals, Zack worked in Biomedical sales. In this position, Zack was able to provide a value-added service to those in medical field.
Zack, who grew up on the New England coast, enjoys lobstering and scuba diving in the warmer months. Zack is also an avid runner, and skier.