Welcome to Longboat Key Financial Group,
a Partnership that Stands the Test of Time.

175 Years of Combined Experience

If you're ready for a fair fee structure and complete transparency, turn to a team that has a combined 175 years of investment experience and a firm commitment to serving you for the long term.

 

Craig Meldahl, President & Founder

Listening to you and skillfully assessing your true financial needs and goals - that's how we at Longboat Key Financial Group chart your financial course.

Here at Longboat Key Financial, we want to help you take a proactive approach to managing your personal wealth. Our team of  Financial Experts will help you plan for your future, making your money work for you.  Whether you need help setting financial goals, or merely need someone to manage your investments, our team is here to help.

 

 

We are here to help you with:

  • financial planning,
  • insurance,
  • investing,
  • retirement,
  • estate planning,
  • and wealth preservation.

We also offer a wealth of resources to help you learn more about financial resources.  Visit our Learning Center for financial newsletters, financial calculators, research reports, stock tickers, videos, and much more.  Our skilled team of financial advisors can recommend appropriate resource material to help you achieve and maintain your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often.

We also offer a mailing list, to help keep you informed about site updates, newsletters, seminars, and luncheons.  

You may "bookmark" our site by pressing CTRL + D.

    

Documents & Forms:

These files are in PDF format.  These links will open in a new tab. To download the file, right-click on the link and select "Save Target As."  Or you may open the link and select "save" or "download" from your PDF Reader's menu.  To print the file, click on the link, then select "Print" from your PDF Reader's menu, or press CTRL + P. 

 


  

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