Simon Wong


    Focus: Insurance Strategies, Business Owners, College Funding Strategies, Retirement Income Planning, Estate Planning, Special Care, Group Benefits

    Languages: English, Chinese – Cantonese, Chinese – Mandarin

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    See Simon’s Licenses and Disclosures

    Contact Simon

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    MassMutual Northwest

    Main Office

    701 5th Ave Columbia Center, Suite 1100
    Seattle, WA 98104

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    CRN202008-234829