Give your money an opportunity to grow!

Commercial Insurance Exton, Pennsylvania

We have partnered with Long Financial Group to bring you World-class investment services.


Long Financial Group was formed on January 1st 1998 and during the last twelve years we have created a natural collaboration between our investment, accounting, and insurance services. Growth and acquisitions have allowed us to manage over $135 million in assets for more than 800 clients. We primarily service business owners and individuals.


  • College Funding
  • Wealth Management
  • Estate and Trust Services
  • Small Business Retirement Plans
  • 401k’s
  • IRA’s
  • Annuities
  • Mutual Funds
  • Stocks & Bonds

Securities through Cadaret Grant & Company Inc., member NASD/SIPC
1000 Germantown Pike, Plymouth Meeting, PA 19462
(610) 272-4140
Team Insurance and Cadaret, Grant are separate entities.


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