Focus: Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Estate Planning, Investment Strategies
Languages: English, Chinese – Mandarin
“Thank you, Susan. You really took the time and explained everything regarding this policy to me,” I often hear from my clients. After all, helping to achieve financial security and finding proper solutions to match my client’s goals are my top priority. I pride myself on consistently conducting thorough explanations of the pros and cons, possible outcomes, and alternatives of financial solutions to my clients before they make any decision. By practicing integrity, honesty, and transparency in my service, coupled with a “no-detail too small to discuss” attitude, I help my clients set realistic expectations, minimize future surprises, and in-return, they award me with trust and confidence that I will always have their best interest in mind. This is one of the main reasons why so many of my new clients are referrals.
I started my professional career as Math teacher, teaching high school students who are not much younger than myself. Those years helped me developed my character and a strong sense of self in knowing that I can hold my own in front of a whole class of noisy teenagers, and perhaps it was there, that I shaped my habit of having to address concepts and ideas clearly to ensure that whoever is listening would fully comprehend. I then moved into corporate accounting sector for many years before I transitioned into a Financial Services Representative about a decade ago. With hard work and dedication, I qualified for both Leaders’ Conference and industry’s Million Dollar Round Table in 2017.
When I am away from work, you’ll most likely find me travelling with my family. I enjoy trying different cuisines and experiencing different cultures. I am fluent in Mandarin Chinese, which helps me to connect seamlessly with Chinese-American clientele in my local community. Contact me at (917) 340-0506 or SGelb@FinancialGuide.com, I would love to help you explore solutions to support and achieve your financial goal.
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41-60 Main Street, Suite 303
Flushing, NY 11355