Business Details
15 Years
experience
Your Trusted Financial Planning Partner
Jeung Agency is a 5-star Google-rated financial services firm established in 2011, dedicated to helping individuals, families, and business owners protect and grow their wealth. Founded by Stephen Jeung, a former Wealth Manager at Merrill Lynch with over 25 years of industry experience, we provide personalized financial solutions tailored to each client's unique goals. Our independence allows us to collaborate with 70+ top-rated financial institutions, ensuring access to unbiased, high-quality products and strategies.We specialize in life insurance, retirement planning, wealth management, and estate planning, serving clients nationwide with virtual appointments available. Our client-first approach emphasizes transparency, data-driven strategies, and long-term financial security, earning us trust from hundreds of families and professionals across the United States.
Services
Life Insurance
Retirement Planning
Wealth Management
Estate Planning
Business Financial Services
Details
- Year established: 2011
Highlights and features
- We offer 25+ years of financial industry expertise from a former Merrill Lynch Wealth Manager.
- Our independence ensures unbiased solutions from 70+ top-rated financial institutions.
- We prioritize client-first strategies with transparent, data-driven financial planning.
- We provide nationwide service with virtual appointments available in all 50 states.
- Our team specializes in tax-efficient wealth transfer and estate planning strategies.
What people say
Top-rated service
Transparent solutions
Expert guidance
Nationwide accessibility
Tailored strategies
Services
Life Insurance
Jeung Agency provides comprehensive life insurance options including Indexed Universal Life (IUL), term, and whole life policies. Our solutions offer lifelong coverage, tax-deferred cash value growth, and flexible premium structures. We help clients protect families, plan for college expenses, and create generational wealth through tailored insurance strategies.
Retirement Planning
Our retirement planning services focus on tax-efficient strategies using fixed index annuities, IRA rollovers, and pension optimization. We design personalized roadmaps to ensure financial security during retirement while protecting assets from market volatility and providing guaranteed income streams for life.
Wealth Management
Jeung Agency's wealth management approach combines investment planning, tax-efficient strategies, and multi-generational wealth transfer. We create customized portfolios aligned with clients' risk tolerance and long-term goals, integrating estate planning and charitable giving to preserve and grow family legacies.
Estate Planning
We specialize in creating comprehensive estate plans that include wills, trusts, and tax-efficient transfer strategies. Our services ensure smooth wealth transition across generations while minimizing tax liabilities and honoring clients' legacy intentions through coordinated legal and financial planning.
Business Financial Services
Jeung Agency offers tailored business financial services including 401(k) plans, group health insurance, and executive compensation strategies. We help businesses attract talent through competitive benefits packages while providing succession planning and key person coverage to ensure long-term organizational stability.
People
Stephen Jeung
Founder and CEO
Stephen Jeung is a 25-year financial industry veteran who founded Jeung Agency to provide unbiased financial solutions. As former Merrill Lynch Wealth Manager, he specializes in life insurance, retirement planning, and estate strategies for clients nationwide.
Questions
What financial services does Jeung Agency specialize in?
Jeung Agency specializes in life insurance (IUL, term, whole life), retirement planning (401k rollovers, FIAs), wealth management, estate planning, and business financial services.
Are Jeung Agency's financial advisors licensed nationwide?
Yes, Jeung Agency is licensed in all 50 states and offers virtual appointments for clients across the U.S.
How does Jeung Agency ensure unbiased financial solutions?
As an independent agency, we partner with 70+ top-rated financial institutions to provide objective, tailored solutions without proprietary product limitations.
What makes Jeung Agency's retirement planning unique?
We combine tax-efficient strategies, fixed index annuities, and personalized roadmaps to maximize retirement income while protecting against market risks.
Can business owners access specialized financial plans?
Yes, we offer customized retirement plans (401k, SEP IRA), group health insurance, and executive bonus programs for businesses of all sizes.
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