BBB Accredited Business Profile

Long Tax & Financial Group, Inc.

Long Tax & Financial Group, Inc.

(919) 554-9484

Long Tax & Financial Group, Inc.

22 years in business
616 Dr Calvin Jones Hwy # 212
Wake Forest, NC 27587
Fax Numbers
  • (919) 554-0485
Additional Phone Numbers
  • (800) 554-0441
BBB File Opened: 03/31/2006
Business Started: 01/01/1996
Business Incorporated: 12/30/2005 in NC
Type of Entity
Corporation
Contact Information
  • Principal: Mr. Jeffrey Long, President
Business Category
  • Investment Advisory Services
  • Financial Planning Consultants
  • Life Insurance
  • Long Term Care Insurance
  • Retirement Planning Services
  • Financial Services
  • Investment Management
  • Financial Consultants
  • Estate Planning and Management
  • Tax Return Preparation

Products & Services
Long Tax & Financial Group takes pride in serving pre-retirees and retirees age 55 and older. Areas of Specialty- IRA & 401(k) Rollover Strategies, Advanced Retirement Income Planning, Tax Minimizing Strategies, Tax Planning & Preparation.
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 
5
BBB accredited business

A+

Overview

A retirement, tax and insurance planning firm that is committed to helping retirees and those nearing retirement. They specialize in creating sophisticated, yet easy to understand, solutions for protecting wealth while minimizing tax exposure.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Video Carousel

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Long Tax & Financial Group, Inc.

Long Tax & Financial Group, Inc.

BBB ACCREDITATION SINCE 03/31/2006

Customer Review Rating:

100%
This business has no complaints filed

Composite Score: