Welcome to Paul Long Financial

“Professionally Serving Clients For Forty Years”

Trust Confidence  Experience

“Professionally Serving Clients For Forty Years”
 

For over 40 years, Paul has established his professional reputation in the financial and life insurance industry as a trusted advisor and consultant.  Paul's goal is to provide his clients the trust and confidence in preserving and growing their wealth towards their security and financial success. 

As an Investment Advisor for Capital Wealth Management and a Registered Representative of Triad Advisors, LLC., Paul advises clients in a wide variety of areas, ranging from 401(k) and 403(b) retirement plan consulting, business succession planning and overall financial planning for individuals, professionals, and business owners.  Through experience and knowledge in the life insurance, disability and long-term care areas, Paul can coordinate these financial blocks to build a financial plan for his clients.