Jim Longe

Financial Consultant,
Mutual Financial Group

Jim Longe is a financial consultant serving the investment, insurance, and wealth management needs of clients in southeast Wisconsin.

Jim has nearly 30 years of experience in the financial services industry, providing financial planning guidance and comprehensive risk management solutions to his clients. In recent years, Jim has focused on assisting bank clients with retirement and tax planning strategies.

Jim received his bachelor’s degree from the University of Wisconsin and holds a Master of Business Administration, with an emphasis in finance, from the University of Wisconsin–Milwaukee.

Jim is an avid coin collector, focusing especially on silver dollars. He enjoys spending time with his family and three grandchildren.

Posts by this author

5 Points to Prepare Your Finances for the New Year

by Jim Longe

Between the parties and presents, now is the perfect time to take a look at your finances and correct your course, if need be, to set you up for financial success in 2018.

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