SG Long Financial

Financial ServicesMontana, United States11-50 Employees

S G Long Financial is a full-service Broker / Dealer firm providing a full suite of financial planning solutions for individuals and institutions alike. These services include, but are not limited to, retail sales of investment products, institutional trading, retirement planning, estate planning, investment advisory services, tax planning, insurance products, and management of 401(k), 403(b) and profit-sharing plans.

Offering access to a full package of financial products, research and expertise that one would expect to find at a much larger brokerage, the financial advisors at S G Long Financial are committed to maintaining our focus on industry-standard personalized service as we continue to grow. Whether you are an individual or a large institution — we at S G Long Financial have the expertise, investment products and experience necessary to help you achieve your financial goals. We work hard every day to earn and keep that trust.

Disclaimer:
S.G. Long Financial Services Inc. is the parent company to S.G. Long & Company and SGL Investment Advisors. 

S.G. Long & Company is a broker-dealer registered with the SEC and member FINRA. Additionally, S.G. Long & Company is a state registered investment advisor. S.G. Long & Company is a state registered investment adviser. 

SGL Investment Advisor is federally registered with the SEC. SGL Investment Advisors is headquartered and registered in Montana.

The Advisers may not transact business in states where it is not appropriately registered, excluded or exempt from registration. Individual responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Sign up for free to view info

Email Format Employee directory