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SG Long & Company

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SG Long & Company

Overview:

SG Long & Company is a full service Broker/Dealer firm partnered with a boutique Investment Advisory firm that provides a full suite of financial planning solutions for individuals and institutions alike. These services include, but are not limited to; retail sales, institutional trading, retirement planning, estate planning, investment advisory services, 401k, 403b and profit sharing plan management, tax planning, and insurance products. Offering access to a similar package of financial products, research and expertise that one would expect to find at a much larger brokerage - the Financial Advisors @ SG Long & Company are committed to maintaining our focus on Montana style service as we continue to grow.
Our clients have grown to depend on us for knowledgeable and appropriate investment advice and financial planning. Each of our clients have vastly different needs and SG Long & Company excels at both clarifying what those specific needs are how we can help you reach those goals. Whether you are an individual or a large institution - the Financial Advisors and Investment Advisory Representatives @ SG Long & Company have the expertise, investment products, and experience necessary to help you achieve your financial goals.

History:

SG Long & Company has been serving the needs of clients nationwide since 1986.
Throughout this time, our Financial Advisors have maintained their focus on delivering highly professional and personalized service in conjunction with industry standard investment products and expertise.
RELATIONSHIPS
Our continued success depends on trust. We're acutely aware that our highest priority is, and always has been - our relationships with our clients. Without their trust, we have nothing.
In order to further enhance the service we deliver to our clients, SG Long & Company also continues to focus on our upstream relationships. We have partnered with The Royal Bank of Canada (RBC) Correspondent Services, which serves as our clearing firm and custodies our accounts. In this tumultuous banking environment, SG Long & Company has benefited greatly from a relationship with one of the strongest banks in the world. RBC's stability translates into a stable operating environment for SG Long & Company's Financial Advisors - which translates into stability for our clients. To simplify - our clients haven't had to endure countless name & ownership changes or concerns about the survival of the institution that holds their securities.

Member: FINRA, SIPC

Toll Free: +1 800 823 8234

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