JW Insurance & Financial Services

At JW Insurance and Financial Services, our mission is to provide unparalleled financial guidance and expertise to individuals and families. Our team of dedicated professionals is committed to helping our clients achieve their financial goals and build a secure financial future.

Our Difference

As a member agent of The Nautilus Group, a service of New York Life Insurance Company, we are 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. Our experienced financial advisors will work closely with you to understand your financial goals and create a personalized plan tailored to your needs.

Customizable Solutions

We understand that every individual and family has unique financial circumstances, which is why we take the time to understand your needs and goals. Our experienced advisors will work closely with you to create a customized plan that addresses your concerns and helps you achieve your financial objectives.

Sustainable Relationships

At JW Insurance and Financial Services, we believe in building sustainable relationships with our clients. We take the time to understand your needs and goals, and work closely with you to create a personalized plan. We also believe in providing ongoing support and guidance to help you stay on track and achieve your financial goals.

Expertise

Our team of experienced professionals has the expertise to help you achieve your financial goals. Our founder, Jing Wang, is a proud resident of the Boston community and has a passion for helping her friends and neighbors succeed. As a former engineer, Jing brings a highly analytical approach to her clients, ensuring that your financial plan is tailored to your unique needs and goals.

Our Services

At JW Insurance and Financial Services, we offer a range of services designed to help you achieve your financial goals. From business planning to personal planning, we have the expertise and resources to help you succeed. Our services include:

• Business planning: We will work with you to create a customized business plan that addresses your unique needs and goals.
• Personal planning: Our experienced advisors will work closely with you to create a personalized plan that addresses your financial goals and concerns.
• Investment planning: We offer a range of investment options designed to help you achieve your financial goals.

Our Expertise and Expertise

At JW Insurance and Financial Services, we have the expertise and resources to help you succeed. Our team of experienced professionals has extensive knowledge of the financial industry and the expertise to provide you with the guidance and support you need to achieve your financial goals.

Meet Our Team

At JW Insurance and Financial Services, we are proud to have a dedicated team of professionals who are committed to helping our clients achieve their financial goals. Our team includes:

• Jing Wang, CLU: Principal and Founder
• Yanzhi (Mary) Gong: Registered Service Assistant
• Weiying (Winnie) Liu: Administrative & Customer Services

Our Locations

At JW Insurance and Financial Services, we are proud to serve clients in the states of CA, CT, DC, FL, MA, NH, NJ, NY, RI, TX, VA, and GA.