Helen Long

Administrative Assistant

Helen Long is a Co-Branch Manager working in a team approach to review our transactions and paperwork for accuracy and timelines. Helen has been servicing clients and peers in the financial field for over twenty years and has a wealth of knowledge as a liason between financial companies and clients that only experience can offer.


Helen enjoys giving our clients the highest level of service in all situations that is both prompt and personal and her thorough approach to tasks enables her to provide our clients with the level of personalized service that they expect and deserve. 

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.