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 300+ million dollars in assets, for 450 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

Located at 1000 Germantown Pike Suite A-5, Plymouth Meeting, PA the Long Financial Group continues to provide unbiased financial services to ensure wealth management with the consumer in mind.