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About LongView, Inc. [Meet Ted Black, CFP®]
LongView, Inc. is a Central Florida based Registered Investment Advisor dedicated to providing clients with comprehensive, unbiased financial planning and investment management services.
As a private, independently owned and operated firm, we strive to create an atmosphere of open communication, familiarity, and trust that a company with hundreds or thousands of employees simply cannot offer you. We continually seek ways to better serve you, and remain committed, year after year, to helping you find the best use of your resources.
Our goal is to:
- Help you organize and understand your current financial situation;
- Help you align your resources to best serve your financial and
personal needs and desires;
- Help you protect and grow your assets.
What Makes Us Different?
What makes us different? Our independence. At LongView, there aren’t any in-house, proprietary investments or insurance products to offer. We are independent advisors, not employees of a bank, insurance or investment company.
We offer a service. We sift through the thousands of alternatives in the marketplace to find what’s right for you. We diligently look for cost and tax savings, and aid you in organizing and profiling your financial future.
We earn our paycheck by serving you, the client. This makes the relationship easy to understand, and the incentives clear.
The principles upon which we have built, and continue to operate our company, are as follows:
Many advisors with our experience and credentials require those they work with to have minimum portfolios of $500,000 or a $1,000,000, often times even more. At LongView, if you’re serious about your financial future, and there’s something of value we can offer you, the current value of your portfolio won’t be a barrier to us creating a working relationship.
We know you have plenty of choices when it comes to choosing a provider of financial planning and investment management services. We urge you to weigh your options carefully.
For More Information Contact:
Ted Black, CFP® LongView, Inc. Personal Financial Advisors 740 Florida Central Parkway Suite 2000 Longwood, FL 32750
Phone: (407) 260-6999 Toll Free: (800) 914-6060
SEND US AN E-MAIL
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