Simon Wong

Business Owners, Insurance Strategies, Retirement Income Planning, Estate Planning, Special Needs (ChSNC Required), Group Benefits, College Funding Strategies

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 Private Wealth & Trust, FSB

CRN202808-9231229

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