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

    MassMutual Northwest

    Main Office

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

    Visit Agency Website

    CRN201812-180567