In this video we will quickly explain your options and give you the good news on ways to take back control of your retirement money. You don't have to have any specialized knowledge about investing, you won't have to answer any tough questions either. Dean Ferraro and John Ferraro are investment adviser representatives licensed in CA and TX.
If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet. Check the background of these investment professionals on FINRA's BrokerCheck.
If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet. Check the background of these investment professionals on FINRA's BrokerCheck.
Services
Dean got his start as a volunteer for the IRS Volunteer Income Tax Assistance (VITA) program, protecting low-income taxpayers from expensive tax mistakes. As he helped more and more taxpayers as a volunteer, some became successful and asked if they could pay him to do their taxes and advise them on their business tax issues.
Because of the miracle of compounding (see below) even small reductions in fees can make a big difference in the size of your nest egg. When you invest money into any fund that provides a rate of return, your money grows by that rate. But that rate not only applies to the original amount invested, but also to the amount your money has grown because of it.
You know that your money is being invested by a firm whose name you probably know and believe to be reputable. And, for the most part, you trust that your money is being managed responsibly, so there will be plenty of funds available when you retire. But chances are, like most people, busy with their lives, you may not know much more than that.
You may have a current IRA, a 401(k) from a prior job, different brokerage statements, and perhaps a collection of funds and stocks in various accounts. At Longhouse, we look at all of your assets from a holistic viewpoint and with your financial goals in mind. Through good old-fashioned listening (and a bit of high-tech), we get a better understanding of you - your risk tolerance, your investment goals, and your life aspirations.
Below you'll find answers to the most popular questions you may have about: how we do business, how we manage your money and how we're different, in a good way. No. Longhouse is not affiliated with this company, nor are we compensated by them in any way! No fees, commissions, or incentives. IB does offer us indirect support in running our business more efficiently with software, seminars, and occasional consultation.
Reviews (3)
Paul Collas
Apr 03, 2021
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I have been working with both Dean and John for almost 2 years. I have found their service to be very responsive and professional. I especially appreciated their pro-active nature in managing my portfolio when COVID hit and were quick to contact me regarding reinvesting funds to avoid some of the market impact. I believe they are trustworthy and feel confident in recommending them to other people looking for wealth management expertise and services.
Rincon Education
Feb 22, 2021
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Mark Steska
Feb 20, 2021
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