Individual Investors

SG Long & Company’s individual clients come from a wide variety of backgrounds and have a wide variety of different needs and expectations concerning their investment experience. A successful approach to investing starts with communication and trust. The financial advisors at SG Long & Company look to understand each client’s unique situation and goals. The options are many, the variables are complex and the investing environment can be chaotic. Having an experienced advisor — backed by a business culture that is focused on service and research — is a valuable asset in pursuit of your long-term financial objectives.

Talk with your financial advisor about our business planning tools, including 401(k), 403(b) and profit-sharing plans. Learn more about SG Long retirement plans.