纽约财富 New York Wealth Planning Group

Financial Services - Flushing, NY, US

纽约财富 New York Wealth Planning Group Employees

Sally Mak

Chief Executive, CFP®, ChFC

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Yuejia Lin

Business Analysis Consultant

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纽约财富 New York Wealth Planning Group Details

New York Wealth Planning Group is the premier wealth management firm for clients with cross-border, Sino-U.S. financial planning needs. Our services range from asset management, legacy planning, and tax advisory to education and immigration services.纽约财富是首家提供中美跨国财富生活管理及家族办公室等综合服务的企业。我们致力于将原本仅为财富金字塔顶端家族设置的私密、量身定制的一站式全方位财富生活管理服务推广至高净值人群。这些服务涵盖跨国人士所需要的财富规划、管理、传承、以及法律、税务、移民、教育、健康生活等领域。

Website: nywpg.com

Employees: 20 - 49

HQ: N/A

Location: Flushing, NY, US

Revenue: Not Available

N/A

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