Experience

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.

Nowhere is this more true than in the access SG Long & Company’s advisors can offer clients to our in-house research staff. At many much larger firms employing a cookie-cutter organizational style, financial advisors are empowered only to distribute information and cannot provide supplementary analysis of any consequence. Not only does the expertise of the SG Long financial advisory staff give our clients a unique edge, but their ability to supplement their analyses with independently researched conclusions helps provide our clients with a clearer understanding of the risk / reward profiles of their investment strategies.