A multi-generational company with nearly forty years of experience in providing wealth management services in the region, The Longo Group has built its reputation through expertise and a client-first mentality that treats everyone like family.
Developing a passion for finance at a young age, Ted Longo, CFP, ChFC, CIMA, The Longo Group’s President and Senior Wealth Management Advisor, has worked in the financial services industry since 1986. Having called Slidell home for the past 27 years, The Longo Group plans to continue growing; expanding service to clients, and providing ever more innovative services throughout South Louisiana.
Offering expertise in all facets of financial planning and investment solutions, this team of advisory professionals is committed to bringing potential customers into a culture of dedication and personal commitment. Using a proactive outreach approach, The Longo Group ensures they remain in close contact with their clients; meeting customers where they are most comfortable, either over the phone, in person, or even virtually.
“We get to know our clients well enough to stay deeply in tune with their personal lives and translate this to realistic, informed financial planning,” says Ted Longo. “While a component of our client relationships serves financial purposes, we genuinely care about what’s going on in our clients’ lives.”
Through a culture of personal relationships, proactive outreach, and person-to-person communication, you can count on The Longo Group to serve your financial interests for this and many generations to come.
Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. The Longo Group is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC
2054 Gause Boulevard East | Slidell, LA 70461 | 985.445.1042 | longogroup.net
