At Jeung Agency, we pride ourselves on being a 5-Star Google-rated independent financial services firm founded in 2011 by Stephen Jeung. With over a decade of experience in the financial services industry, our team has honed its expertise in providing clients with personalized and comprehensive solutions for their financial and insurance needs.
Our founder, Stephen Jeung, is a licensed professional with a wealth of knowledge and expertise in helping individuals and families find the right life insurance policy to meet their needs. Prior to starting Jeung Agency, Stephen gained additional experience as a financial advisor for firms like Merrill Lynch, where he refined his skills in financial planning and investment management.
Our Services
At Jeung Agency, we understand that every individual and family has unique financial needs and goals. That's why we work closely with each of our clients to understand their specific situation and help them find the right life insurance policy to meet their needs. We offer a wide range of life insurance options from top-rated insurance companies, and our licensed professionals will help you understand the different coverage options and find the best policy to meet your needs.
In addition to life insurance, we also provide a wide range of financial planning services, including retirement planning, investment management, and estate planning. Our team of experienced financial advisors has the knowledge and expertise to help you create a comprehensive financial plan that addresses all your insurance and financial needs.
Life Insurance
We offer a variety of life insurance options, including Indexed Universal Life (IUL) insurance, term life insurance, and whole life insurance. Our Indexed Universal Life (IUL) insurance offers lifelong coverage, ensuring financial security as long as premiums are maintained. IUL insurance grows a cash value over time, influenced by the performance of a chosen stock or bond index, such as the S&P 500. Unlike direct investments in these indices, IUL shields the cash value from market downturns with a guaranteed minimum rate, safeguarding your investment.
Retirement Planning
Our experienced financial advisors are dedicated to helping individuals and families plan for retirement. We offer a comprehensive approach to retirement planning, including services for 401K, 403(b), 457, TSP, IRA, and Roth IRA plans. We can help you create a tailored plan to ensure a secure and comfortable retirement.
Wealth Management
Our team of financial advisors is committed to helping individuals and families manage their wealth effectively. We offer comprehensive wealth management services, including investment management, estate planning, and tax planning. Our goal is to help you create a diversified investment portfolio that aligns with your financial goals and risk tolerance.
Individual Health & Supplements
At Jeung Agency, we understand the importance of individual health and wellness. We offer a range of health and supplement products designed to support overall health and wellness. Our experienced team is dedicated to helping individuals and families find the right health and supplement products to meet their unique needs and goals.
About Stephen Jeung
Stephen Jeung is the founder and CEO of Jeung Agency, a leading provider of life insurance and financial planning services. With over a decade of experience in the insurance industry, Stephen has a wealth of knowledge and expertise in helping individuals and families find the right life insurance policy to meet their needs. Prior to starting Jeung Agency, Stephen gained additional experience as a financial advisor for firms like Merrill Lynch, where he refined his skills in financial planning and investment management.
Partners
At Jeung Agency, we partner with 70 A+ financial institutions to provide our clients with a wide range of financial services and products. We are committed to building long-lasting relationships with our clients and providing them with the highest level of service and expertise.
Expertise and Professionalism
The reviewers praise the financial advisors and agents as experts in their field, being knowledgeable about financial services, retirement planning, and life insurance policies. They appreciate the personalized approach, taking the time to understand their individual life factors, and providing tailored advice.
Attention to Detail
The reviewers highlight the thoroughness and patience of the advisors in explaining complex policies and options, making the process smooth and stress-free.
Positive Experience
The reviewers express gratitude for the advisors' professionalism, kindness, and willingness to help, making them feel comfortable and confident in their financial decisions.
Results
Many reviewers mention specific benefits, such as increased returns on investments, tax-free "loans", and improved retirement planning, which they attribute to the advisors' expertise and guidance.
Recommendations
The reviewers highly recommend the financial advisors and agents, stating that they would not hesitate to do so, and that they have already referred others to them.
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