Mary Wong Insurance Services
About
I am helping middle-class parents accumulate assets for their retirement and children's education and protect their families' financial futures with life and disability income insurance. My commitment to my clients is to produce a strategy and provide the necessary guidance to help generate income they need achieve their current and future financial goals. I help my clients turns saving for both retirement and children's education from an either- or to both-and proposition. With my guidance, clients can fund, protect, and facilitate their children's educational futures more confidence. A healthy insurance portfolio protects your most precious assets in the event of death, disability or illness.
My stated mission is to be strong committed in putting forth my BEST effort in servicing and giving back to my community
Multilingual - Fluent in English, Mandarin, Cantonese, Taiwanese and Burmese.
We believe that every one need Financial Education, every body need to know their number.One of the biggest mistakes people make when saving for retirement is not knowing how much they’ll need to live on. Through Financial education we can help people pursue Financial Control, Financial Freedom and Debt Free. Help people to bring back their DREAMs
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Frequently asked questions
What is your typical process for working with a new customer?
Through Initial meeting to know client's Goals, Time Line, what they want acheive and design a plan client to fullfill client individual needs.
What education and/or training do you have that relates to your work?
Certified Financial Educator
Certified Insurance Agent
Life and Annuity Certified Professional