General Info

SG Long Financial is a research-based boutique investment firm that offers a range of financial management services to individuals, businesses, non-profit organizations, and institutions. Our services include retirement accounts, estate planning, insurance plans, corporate investing, endowments, and so much more. We pride ourselves in providing quality and customized products, services, reporting, and portfolio management to meet your unique needs. Whether your portfolio is large or small, come partner with an experienced and approachable advisor for all your financial needs. See our affiliate office at 2425 North Expressway Suite 700, Richardson, TX 75080.