top of page

Long Financial Group, Inc.

660 Sentry Parkway, Suite 200
Blue Bell, PA 19422

Phone:

610-272-4140

Fax:

610-272-8151

E-mail:

Investment Services

Estate and Trust Services

Fee Based Managed Money

IRAs

Mutual Funds

Small Business Retirement Plans

Stocks and Bonds

Wealth Management

401k Services

 

Accounting and Tax Services

Accounting Services

(for individuals and businesses)

Tax Preparation

Tax Planning

 

Insurance Services

Disability

Health

Life

Long-term Care

Supplemental

Annuities 

Life Insurance in Retirement

Shows when coverage may still make sense for retirees.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

Describes convertible bonds and their balance of stability and upside.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Why Renters Should Have Their Own Insurance

Explains that landlord policies don't cover tenants' personal property.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Disability Income Insurance

How much Disability Income Insurance do you need?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

bottom of page