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Mutual
Funds:
S.G. Long offers a wide range of packaged products including mutual funds and Unit Investment trusts. Our advisors meet regularly with representatives from many of the top fund companies to preview products, discuss current economic conditions and learn about any new services offered. This relationship allows us to keep abreast of pertinent information to help our clients make informed decisions regarding their individual investment needs.
Insurance: We believe that proper insurance coverage can be a sound foundation for many financial plans. The representatives at S.G. Long &Company can assist with estate planning, life insurance products, and disability. In addition to a full spectrum of life insurance products, we offer a variety of variable and fixed annuities. Whatever the investor's situation necessitates, our experienced representatives are happy to review options that may best suite the needs of each customer.
Stocks and Bonds: S.G. Long & Company offers stocks and bonds to clients on a discounted fee schedule. We continuously monitor market activity and utilize some of the best trading systems available. Our representatives are well versed in individual issues, corporate, agency and government bonds, unit investment trusts, options and certificates of deposits .
Pension and Retirement Plans:
: S.G. Long & Company helps individuals and businesses plan for retirement. We advise our customers on what investments vehicles are available to them and what aspects of each individual plan may be beneficial to their specific situation. From the business perspective we can assist with plan design, administrative decisions for the plan, and explain the advantages of the individual plans available. Our representatives can come to your business and help your employees understand the plan you choose and explain what services are available to them.
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