Here at JW Insurance & Financial Services, we understand your unique financial concerns and strive to help you get on a good track for your future. We aim to provide high quality services and navigate the path towards your goal. As our client, we love the role we get to play in your life and pride ourselves on helping you achieve financial peace of mind.
Not all financial service professionals are the same. As a member agent of The Nautilus Group, a service of New York Life Insurance Company, Jing Wang is able to provide a range of legal and tax consultative services, present state-of-the-art planning strategies, and customized case analyses to meet each client's unique requirement and sophisticated planning objectives.
We are dedicated to meeting our clients' needs with smart thinking, sound analysis, and experienced financial insight, achieving better understanding and peace of mind. We provide high quality services and products to different kinds of individuals and families. And at the same time, we have years of experiences working with Chinese families, and provide Chinese families with bilingual services in every detail.
Not all financial service professionals are the same. As a member agent of The Nautilus Group, a service of New York Life Insurance Company, Jing Wang is able to provide a range of legal and tax consultative services, present state-of-the-art planning strategies, and customized case analyses to meet each client's unique requirement and sophisticated planning objectives.
We are dedicated to meeting our clients' needs with smart thinking, sound analysis, and experienced financial insight, achieving better understanding and peace of mind. We provide high quality services and products to different kinds of individuals and families. And at the same time, we have years of experiences working with Chinese families, and provide Chinese families with bilingual services in every detail.
Services
Jing Wang is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License Number 0E55652), CT, DC, FL, MA, NH, NJ, NY, RI, TX, VA, WA, and GA.
No insurance business may be conducted outside this state referenced.
Jing Wang is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency.
No insurance business may be conducted outside this state referenced.
Jing Wang is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency.
Jing is the Principal of JW Insurance and Financial Services.
Jing has been in the financial industry since 2004.
During these years, Jing has focused on estate planning, retirement planning and asset management and provided advanced financial strategies to thousands of clients.
Jing is the Top of the Table member of MDRT and a member of the Boston Estate Planning Council.
Registered Representative with NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Mary joined JW Insurance and Financial Services as an Associate Financial Advisor in 2016.
Jing has been in the financial industry since 2004.
During these years, Jing has focused on estate planning, retirement planning and asset management and provided advanced financial strategies to thousands of clients.
Jing is the Top of the Table member of MDRT and a member of the Boston Estate Planning Council.
Registered Representative with NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Mary joined JW Insurance and Financial Services as an Associate Financial Advisor in 2016.
Here at JW Insurance and Financial Services, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle.
Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives.
Some of our key services are detailed below.
The success of most businesses is tied into the talent, passion and work ethics of their key executives.
Executive benefit packages can help you attract, motivate, and retain high-caliber employees and keep your company healthy and stable.
Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives.
Some of our key services are detailed below.
The success of most businesses is tied into the talent, passion and work ethics of their key executives.
Executive benefit packages can help you attract, motivate, and retain high-caliber employees and keep your company healthy and stable.
Eagle Strategies LLC, is a Registered Investment Adviser and an indirect, wholly-owned subsidiary of New York Life, is a provider of holistic investment advisory and financial planning services.
We leverage Eagle's sophisticated wealth management platform, comprised of many of today's leading investment managers, to design customized investment solutions to help address our clients' unique investment objectives and risk tolerance levels.
This program combines the expertise of professional investment managers with the service and guidance of our firm's Financial Advisors.
We leverage Eagle's sophisticated wealth management platform, comprised of many of today's leading investment managers, to design customized investment solutions to help address our clients' unique investment objectives and risk tolerance levels.
This program combines the expertise of professional investment managers with the service and guidance of our firm's Financial Advisors.
As a Member Agent of The Nautilus Group, a service of New York Life Insurance Company, Jing Wang works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving.
This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
Through Eagle Strategies, Jing Wang provides fee-based financial planning, investment advisory services, and access to investment management programs.
Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
Through Eagle Strategies, Jing Wang provides fee-based financial planning, investment advisory services, and access to investment management programs.
Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
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