Address / locations
(Locations and Directions)
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1543 Narragansett Blvd Cranston, RI 02905
Cranston, RI
About Long Wealth Management
Specialties: Long Wealth Management is a comprehensive Financial Services Firm. Our professionals provide our clients with both personal and professional service. 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. Ou...
Specialties: Long Wealth Management is a comprehensive Financial Services Firm. Our professionals provide our clients with both personal and professional service. 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. Our professionals build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We can assist our clients in setting financial goals, monitoring these goals and keeping them informed of the status in pursuit of those goals. Established in 2010. Jerry is a Certified Financial Planner, CFP® with LPL Financial with over 28 years of exceptional financial services experience.
LPL Financial (LPL) is one of the nation's leading financial services companies and the largest independent broker/dealer.* Headquartered in Boston, Charlotte and San Diego; LPL supports over 15,000 advisors and approximately 800 financial institutions nationwide. LPL Financial's support enables Long Wealth Management to remain focused on delivering better strategies and services to clients.
Securities offered through LPL Financial, member SIPC. sipc.org
* Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
* For a list of states in which I am registered to do business, please visit longwealthmanagement.com.
*As reported by Financial Planning magazine, June 1996-2018, based on total revenue
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