Jerome R. (Jeremy) Long III CPFA

I offer my clients a single point of contact when seeking guidance for their financial affairs including: Retirement Planning, Investment Advice, Banking, Mortgages, Retirement Plans for Businesses, Lending, Insurance, Estate Planning Services, Tax Minimization Strategies, and Social Security Advice.

Since joining the industry 16 years ago I have realized the passion that I have for Financial Literacy and Education. Oftentimes these ideas are the cornerstone of a financial relationship with a trusted consultant. My mission is to take the anxiety and stress that many individuals have regarding financial affairs and change their outlook to one of joy and comfortability.

I focus on translating complicated and numerous world economic factors into customized strategies that help accomplish my client's goals. I also enjoy helping clients take advantage of the many tax minimization strategies that are available to them.

I enjoy many volunteer activities including; serving on the Board for Habitat for Humanity as well as volunteering with; Junior Achievement, Mobile Meals, The Boy Scouts of America and Harvest Hope Food Bank.  In addition, I am a former board member of Leadership Spartanburg,

I also enjoy attending any sporting event, hiking and camping, music, and the dramatic arts.

Individuals that should connect with me would be anyone interested in learning more about what I do for my valued clients. I also work closely with CPA's and Attorneys as much of what I do includes utilizing their services for my clients. You can contact me at 864-642-5069 or at jerome@loyaltrustpw.com