Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits
Languages: English, Chinese – Mandarin
Being a young immigrant myself, I understand how difficult it is to get your feet on the ground. We are faced with numerous financial obstacles and often find ourselves only “hoping for the best.” I can empathize with those who experience such hardships, so I aim and try to guide my clients to achieve fiscal stability. In just a few years as a Financial Representative, I have helped hundreds of clients reach their financial goals.
Being able to speak both English and Chinese fluently, I find it interesting to spot and understand the nuances of cultural differences in family values, individual needs, and business prospects. One thing remains the same however, everyone needs financial guidance. I am here to help and will strive to make sure you receive the best possible consultation and advice tailored to your specifications.
I am looking forward to meeting you, understanding your goals and discussing the most suitable services as well as solutions.
I am here to help make sure that when you land on the ground, you’re already running. Feel free to contact me at (347) 369-9622 or email firstname.lastname@example.org.
41-60 Main Street, Suite 303
Flushing, NY 11355