The Longo Group
Who We Are
For nearly 40 years, clients have entrusted The Longo Group with their financial matters. With decades of experience in comprehensive wealth management, The Longo Group works diligently to provide proactive and highly personalized solutions to complex financial concerns. Committed to building confidence within its relationships, The Longo Group makes certain a foundation of trust is present in every interaction. Listening and learning about clients’ histories, worries, expectations and goals ensures the team places their clients’ best interest at the forefront of every decision. With some client relationships spanning four generations, The Longo Group welcomes every client as family, even collaborating with CPAs, attorneys and other advisors to achieve the best possible outcome.
Developing a passion for finance at a young age, Ted Longo, CFP, ChFC, CIMA, The Longo Group’s President and Senior Wealth Management Advisor, has worked in the financial services industry since 1986. Named in the Forbes 2020 “Best-in-State Wealth Advisors”, Ted Longo is dedicated to maintaining the group’s distinguishable personability. Having called Slidell home for the past 25 years, The Longo Group plans to continue growing.
Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. The Longo Group is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
What We Do
The Longo Group serves as experts in all facets of financial planning and investment solutions. Dedicated to building and maintaining relationships with their clients, The Longo Group operates on a strong foundation of trust, ensuring individuals, families, and businesses alike face financial challenges with confidence. With decades of experience and a finger on the pulse of the market, The Longo Group’s services span across a broad swath of financial capabilities, including investments, retirement planning, estate guidance, tax reduction, and more.
Using a proactive outreach approach, The Longo Group ensures they remain in close contact with their clients. Regular calls and in-person communication fosters close relationships, keeps the team up-to-date and ahead of surprises, and assures clients that their financial affairs are in trusted hands.
“We get to know our clients well enough to stay deeply in tune with their personal lives and translate this to realistic, informed financial planning,” says Ted Longo. “While a component of our client relationships serve financial purposes, we genuinely care about what’s going on in our clients’ lives.”
2054 Gause Boulevard East || Slidell, LA 70461 || 985.445.1042 || longogroup.net