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SG Long Financial
- Investment Service
- Missoula, MT
About this business
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 an... read more
Location details
283 W Front St # 302, #302, Missoula, MT, 59802, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 7:00 a.m. to 4:00 p.m. | |
| Tue | 7:00 a.m. to 4:00 p.m. | |
| Wed | 7:00 a.m. to 4:00 p.m. | |
| Thu | 7:00 a.m. to 4:00 p.m. | |
| Fri | 7:00 a.m. to 3:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My rating is for both investments and service. Investments 4.5 (based on my parents investments) and service 1.0. My mother had an easy, straight forward will. Other investments that she had were settled within 6 weeks of her death. It took SJ Long 6 month and it often seemed like a shell game. There were many, many phone calls to them, numerous copies of the same documents forwarded to them, and finally the intervention of the CEO (thank you) to get things rolling so we could finally conclude her estate. For those 6 m... read more
Josh Eder with SG Long has been phenomenal is assisting me with transferring my 401k from my old job and investing my money and help me start growing my investments! He's very trustworthy and i recommend him to everyone! All of their staff though has been very friendly whenever I go in!
Jonathan Strong with SG Long is the best Financial Advisor in town. He really takes the time to break down what can be a very complicated subject and put it into simple easy to understand terms. He has given me and my family the peace of mind we were looking for. Thanks so much Jonathan!!!
Very trustworthy and professional staff, especially Sue.
Fantastic!
Frequently asked questions about SG Long Financial
How is SG Long Financial rated?
SG Long Financial has a 5 star rating with 4 reviews.
When is SG Long Financial open?
SG Long Financial is closed now. It will open on Monday at 7:00 a.m.