About Us

At Long, Barrell & Company, you can always expect us to be open and objective in our discussions about your financial objectives and our associated fees. We understand the importance of a relationship built on frequent client interaction, mutual respect, and uncompromising trust. In fact, many of our clients see us on a monthly basis, which provides an open forum for financial discussions throughout the year.

image description
Our entire staff is committed to provide outstanding personalized service. In fact, our partners and managers meet regularly with our clients and play an active role in ensuring that our clients’ needs are met quickly and efficiently. Our business philosophy is based on maintaining a close personal relationship with those we serve, while offering them our broad financial expertise and responsive solutions. We match each client with an account manager and service team equipped with the optimum level of experience. Our “team” approach to customer service enables our clients to get accurate, timely answers from the team member best qualified to respond. And, our low turnover of staff members ensures long-term client-staff rapport based on mutual trust. As a company, we believe that cooperation and understanding between our staff and our clients is critical to achieving success. We are proud to be small enough to provide our clients with close, personal attention, yet large enough to offer a comprehensive list of clear, constructive, and practical business solutions…for today…and tomorrow.

Download Our Latest Peer Review Report