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Long Wealth Management
Contacts
Business description
Long Wealth Management is an independent financial service organization.
We offer Comprehensive Investment Advisory Service, Estate Planning, Tax Planning, Education and Retirement Planning. Our mission is to create and maintain wealth for our clients through Long Term effective investment management. We will build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.
General information
- Consumer Products & Services Consumer Services Miscellaneous Personal Services, NEC Personal Financial Services
| Estimated number of employees: | 2 to 4 | |
| City / suburb: | Cranston, RI | |
| County: | Providence |
investment services, Trust Services, Unbiased Research, Insurance, Retirement Planning, Asset Allocation,, Estate Planning, Fee Based Advisory
John Hancock, Genworth, MetLife, college plans, long term care, ETF's, bonds, common stock, 529 plans,, brokerage accounts, traditional IRA, Roth IRA's, SEP IRA, profit sharing plan.
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