Our firm offers investment management and full service brokerage with substantial, institutional affiliates and over 30 years of market experience. Our client management services range from investments with very low risk (conservative) to multiple strategies of stocks and bonds for growth and/or income.
Our mission is to assist clients with strategies to build and secure multi-generational wealth. Our strategies at Long financial Services analyze client life stages with a process that combines proprietary methods to organize, anticipate, plan and recommend appropriate investments that make sense of, and adapt to changing personal and economic conditions.
Our mission is to assist clients with strategies to build and secure multi-generational wealth. Our strategies at Long financial Services analyze client life stages with a process that combines proprietary methods to organize, anticipate, plan and recommend appropriate investments that make sense of, and adapt to changing personal and economic conditions.
Services
Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a financial professional, I am committed to helping people just like you create solutions for their retirement assets.
Gayle Long is a financial advisor with over 30 years experience in the investment management industry. She has used financial planning and advisory services as a cornerstone of her practice since 1984. She holds the title of Accredited Wealth Management Advisor(R) and holds securities registrations Series 7,63, 65 and insurance licenses.
At My firm, my mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead. Whether your goal is to build wealth, help protect your family, or preserve your assets, my personalized service focuses on your needs, wants, and long-term goals.
Long Financial Services offers traditional full service investment management, financial planning, and integration with the client CPA, tax advisor and attorney. A major value to our clients is our competitive pricing, and, as an independent financial services firm, we can assist our clients with complete attention to your needs.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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