The LONG FAMILY OFFICE is a New York-based financial planning firm that has been in business for 15 years, serving over 100 clients. Their team of 10 experienced advisors offers personalized financial advice and solutions, tailored to each client's unique situation and goals. With $500 million in assets under management, the firm provides a range of services including comprehensive financial planning, investment management, estate planning, and tax preparation. Their clients include high-net-worth individuals, families, and small business owners. The LONG FAMILY OFFICE primarily charges a percentage of assets under management as their fee, but may also charge hourly or flat fees for specific services. The firm was founded by financial expert John Long who leads the team of advisors dedicated to acting in their clients' best interests, in compliance with regulatory and legal requirements.
VICTORY WEALTH MANAGEMENT, LLC is a reputable financial advisory firm that has been helping clients achieve financial success for over 20 years. Their team of experienced advisors offers comprehensive financial planning, customized investment management, and ongoing risk management to individuals, families, and businesses. They pride themselves on their highly personalized service and transparency in fees and compensation, as they only charge a percentage of assets under management. Their diverse client base includes individuals, families, business owners, and high-net-worth individuals, and they do not receive commissions for selling financial products, ensuring unbiased advice. Founded by John Doe, VICTORY WEALTH MANAGEMENT, LLC's team consists of highly qualified professionals with expertise in various areas of finance. They are committed to transparency and always act in the best interest of their clients. Past and current disclosures can be viewed through the firm's Form ADV, available on their website.