The Firm
Long Financial Group was formed on January 1, 1998. 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 dollars 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