SG Long

Description

SG Long & Company is a full-service Broker / Dealer firm providing a full suite of financial planning solutions for individuals and institutions alike. These services include, but are not limited to, retail sales of investment products, institutional trading, retirement planning, estate planning, investment advisory services, tax planning, insurance products, and management of 401(k), 403(b) and profit-sharing plans.

Our experienced financial advisors focus on sourcing and implementing financial solutions that are individually structured to fit each client’s particular needs. The path to reaching financial goals differs from one client to another; cloned solutions aren’t sufficient in today’s complex economic environment. Backed by the support of a dedicated in-house research team, SG Long & Company’s advisors are uniquely positioned to provide superior financial solutions to their clients.

SG Long & Company’s clients span a wide variety of individuals and institutions. The needs of a high net worth individual might differ broadly from a business owner looking to provide his/her employees with a 401(k) plan. Even within any particular client category, the individual needs of any particular person or institution are unique. Understanding those nuanced differences is what SG Long & Company’s experienced financial advisors specialize in.

SG Long & Company’s financial advisors have experience and expertise in all aspects of personal and institutional financial planning and investment services. Our services include, but are not limited to, retail sales of investment products, institutional trading, retirement planning, estate planning, investment advisory services, tax planning, insurance products and management of 401(k), 403(b) and profit-sharing plans. The world of financial products can be intimidating in its breadth. The fact that SG Long & Company possesses this industry-standard scope of expertise in-house benefits our clients with direct access to vast intellectual resources.

From a plan participant or employee standpoint, SG Long & Company’s focus is on providing a thorough, well-researched service environment and clear communication that leaves participants feeling confident they are making sound long-term financial decisions. Programs like profit-sharing plans potentially are an important piece of your financial planning puzzle — and it’s important that plan participants understand how and why.

Products & services

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