The Firm

Long Financial Group was formed on January 1st 1998. Over the last twelve years we have created a natural collaboration between our investment, accounting, and insurance services. Our growth and acquisitons allow us to manage over 135 million dollars in assets for 800 plus clients. Our primary clients are business owners and individuals.
 

  • 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
     

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