Meet Simon

MassMutual financial professional.

Financial Professional

Simon Wong

Focus areas

Business Owners, Insurance Strategies, Retirement Income Planning, Estate Planning, Special Needs, Group Benefits, College Funding Strategies

Languages

English, Chinese-Cantonese, Chinese-Mandarin

Professional Story

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 Private Wealth & Trust, FSB

CRN202808-9231229

Check the background of this investment professional on FINRA's BrokerCheck

MassMutual Northwest

920 Fifth Avenue, Suite 1600
Seattle, WA 98104
Connect with us206-628-8800206-624-1766Get Directions
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Check the background of this firm on FINRA's BrokerCheck.

Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC. Supervisory office: 920 Fifth Avenue, Suite 1600, Seattle, WA 98104, Phone: 206-628-8800.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.  Agency officers are not officers of MassMutual. 

Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.