About Longview Insurance & Investments
Comprehensive & Coordinated Financial Planning for Today, Tomorrow, and the Long View Ahead
Founded in 1987 by Earl Mendenhall, now enjoying retirement, our firm has been a valued partner in guiding individuals, families, and business owners through their financial journeys with confidence. For nearly four decades, we have built lasting relationships rooted in trust, integrity, and personalized financial guidance.
André Veres, CFP®, joined the firm in 2016, bringing a deep commitment to excellence and a client-first approach. Over the years, he played a key role in shaping the firm’s direction and now leads the firm, ensuring that clients receive proactive, tailored financial planning while upholding the values Earl established and continue to guid the firm today.
With a focus on holistic financial planning, we design strategies to help clients build wealth, prepare for retirement, and create a lasting legacy. Our mission remains the same: to provide clarity, confidence, and financial security across generations—delivering the same trusted guidance our clients have relied on for decades.
A Team That
Understands You
Our mission is grounded in the principles of integrity, transparency, and competence. As fiduciaries, we prioritize our clients' best interests, so that our guidance aligns with their individual aspirations. We are not merely insurance salespeople or wealth managers; our approach is product-agnostic, allowing us to tailor strategies that best suit your needs.
We strive to build lifelong relationships through personalized guidance and a deep understanding of your financial journey. Whether you are just beginning your career, navigating life transitions, or approaching retirement, our goal is to be your trusted advisor, supporting you and your family across generations. Here, you will find a partner dedicated to helping you work toward your financial dreams with confidence and clarity.
Who You’ll Be Working With
André Veres, CFP®, ChFC®, RICP®
Financial Advisor and Principal
Earl Mendenhall III
Founder, Retired
Contact Us
Are You Ready To
Take Your First Steps?
Schedule a complimentary discovery meeting with us and get started on your journey.