Individual Products & Services

SG Long Financial offers individual investors the opportunity to work with a licensed professional financial advisor, regardless of the size of their portfolio. We provide customized services aimed at providing the right solutions for each individual and treat all of our clients with honesty, integrity and transparency. 

Providing personalized guidance and education to our clients is the foundation of our business. We help our clients navigate the benefits and features of investment options which allows us to build a disciplined portfolio specifically tailored to meet the client’s investing objectives and risk tolerance.

Individual investors also have access to our in-house research team so they can understand what they own and how different market conditions will impact their portfolio.

We offer:



Mutual Funds, ETFs (Exchange Traded Funds), UITs (Unit Investment Trusts)

Retirement Plans

Long Term Care Insurance

Life Insurance


Investment Portfolio Management Services through our affiliate SGLIA