Tom
is a licensed registered representative and insurance agent with 25 years
experience. Tom is also an Endorsed Local Provider for the Dave Ramsey
program. Tom tailors his advice to include not only investment planning, but
also comprehensive financial and estate protection plans, utilizing mutual funds
and variable annuities as well as life, medical, disability, and long term care
insurance. Tom frequently works with CPA tax advisors and estate
planning attorneys to develop a personalized financial plan for his clients.
Tom and
his wife of 32 years reside in Jeromesville, Ohio, along with their son, Scott.
Daughter, Ashley, son-in-law, Ryan, and granddaughter, Emma, are also members of
the Long Family. Scott and Ashley manage and operate "Tomsshop," the
family automotive mechanical repair shop.
Call
Tom today with any questions or to set an appointment to receive your personal
financial review and plan.