SG Long Financial

SG Long Financial is an employee owned financial services firm serving the needs of individuals and institutions across the United States. SG Long Financial was founded over 34 years ago to serve the community and treat clients like family. We pride ourselves in offering a five-star service model with a high standard of ethics, integrity and transparency. Our clients appreciate our ability to customize products, services, reporting and portfolio management to meet their individual needs.

At SG Long Financial, we provide a full suite of investment management strategies through our affiliate SGL Investment Advisors (SGLIA). A unique feature of SGLIA is our experienced in-house professional research team. The team is accessible to clients by phone or in person as our portfolio managers and analysts enjoy the personal interaction with clients. SGLIA manages seven strategies including equity, balanced and fixed income portfolios that allow our managers the ability to accommodate numerous client risk profiles.

At SG Long Financial, we also provide traditional services in a brokerage environment through our affiliate SG Long & Co (SGL). SGL is a full service Broker/Dealer (member FINRA/SIPC) and offers a full suite of products such as individual stocks, bonds, mutual funds, exchange traded funds, unit investment trusts, annuity and insurance through our team of highly skilled financial advisors. We also provide estate planning, tax planning, retirement planning in partnership with a client’s CPA, attorney and other advisors. Collectively, our Financial Advisors have over 150 years of experience in assisting clients with retirement plans, estate planning, business planning or individual brokerage services.

Our goal is to offer the expertise of a professional investment management team with no firm wide minimum account size. We work each day to exceed the expectations that the investor has by providing a high level of service, flexibility and competence.