Long Financial Group, Inc.
Company History
On January 1, 1998, Long Financial Group was founded by Eugene “E.J.” Long and has been helping investors grow and protect their wealth ever since. After working for several large financial services institutions, E.J. realized that forming his own investment firm would afford the flexibility to pursue his unique vision – wealth management with the consumer in mind. Long Financial Group has no affiliation with any financial products, eliminating any potential conflict with the firm's fundamental purpose: to provide unbiased investment, tax, and insurance advice shaped to the needs of each individual client. Over the years we have created a natural collaboration between our investment, accounting, and insurance services. Our growth and acquisitions allow us to manage over $400 million in assets, for 500 individuals, families and business.
1998 Long Financial Group, Inc. was founded
2003 began offering accounting and tax services
2004 acquired the accounting practice of T.A. Kocher
2005 acquired the accounting practice of Joseph Gallo, CPA
2005 acquired the investment and accounting practice of Jacob Himmelstein, EA
2007 acquired the accounting practice of Thomas Gaasche, CPA
2010 acquired the investment practice of AL Benelli, CFP (The Merlin Group)
2010 acquired the investment and accounting practice of H.W. Freed, CPA
2014 acquired the accounting practice of Michele Richert and associates
2017 acquired the investment practice of Silimperi Financial Associates
2022 acquired the investment practice of John Norton