At MYZ Financial & Insurance Services, we're dedicated to providing unparalleled financial and insurance expertise to individuals, families, and businesses. Our mission is to normalize transparency and unbiased recommendations in the financial and insurance industry, ensuring that our clients receive the best value and guidance for their financial futures.
As a fiduciary and a broker, we pride ourselves on being product-neutral and impartial. We don't represent just one financial or insurance company - we represent all of them. This allows us to shop the entire marketplace on behalf of our clients, ensuring that we find the best solutions to fit their unique situations.
Our Team
Our team of experts is comprised of experienced professionals with diverse backgrounds and expertise. Our team members are dedicated to delivering exceptional service, providing personalized attention to each client, and leveraging their extensive knowledge and network to deliver results.
Services
We offer a comprehensive range of services, including:
- Insurance Solutions: Life insurance, disability insurance, long-term care insurance, and umbrella/excess liability insurance
- Investment Planning: Stocks, bonds, mutual funds, ETFs, hedge funds, REITs, and individual retirement accounts
- Business Solutions: Workers' compensation, general liability, group health, dental, and vision insurance, HSA/FSA, and employer retirement plans
- Retirement Planning: Qualified retirement plans, non-qualified retirement plans, traditional and Roth IRAs, and employer retirement plans
About Our Team
Meet our team of experts, led by Bruce Chen, a seasoned professional with over 14 years of experience in the financial and insurance industry. Our team is dedicated to providing exceptional service, personalized attention, and expert guidance to individuals, families, and businesses.
MEET THE TEAM
- Bruce Chen, CFP, CLTC, Business Development
+ Over 14 years of experience in the financial and insurance industry
+ Leads the team in sales and client relationships
- Lesley Ann Tan, Junior Partner, MBA & CFP Candidate
+ Extensive experience in property and casualty insurance
+ Runs the marketing department and coordinates client appreciation seminars
- Cindy Kong, Senior Consultant
+ Over 30 years of experience in commercial insurance lines
+ Consults on larger businesses and complex accounts
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