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About Us

Client Centered

SG Long Financial is a research-based boutique investment firm that was founded in 1986. We pride ourselves on offering our clients a relationship with their advisors that is built on trust. We work individually with each of our clients to put their interests first as we help them build a legacy for their family, their organization, and their community.

As an employee-owned firm, we can structure our products to meet our clients needs. This also means that our services can come with greater flexibility on your behalf. Additionally, our employees have a personal investment in strengthening our local communities.

Our Mission

Our Mission

What Matters Most To You, Matters Most To Us

We empower you to achieve your financial goals through customized service and trusted guidance.