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Featured Business Financial Advisor in Short Hills, NJ
Short Hills Financial Advisors
Stephen Ng Financial Group, LLC
51 JFK Parkway, Suite 150
Short Hills, NJ 07078
(973) 218-9600
“Growing and Preserving Your Wealth”
Advisor Profile
Stephen Ng, ChFC®, CEP, CLU®
Name:  Stephen Ng, ChFC®, CEP, CLU®
Phone Number:  (973) 218-9600
Website:  Visit Website

About Stephen Ng Financial Group, LLC

OUR MISSION
No matter where you are in your financial or retirement planning
journey, our mission statement remains the same: to help you
grow and preserve your wealth by caring more, doing more, and
knowing more.


OUR VISION
Our vision is to help clients feel confident about their future
and pursue their financial goals. Through our comprehensive
approach, we develop customized financial and retirement
strategies that address your short and long-term needs. We are
independent advisors, meaning that our recommendations are
always in the best interests of our clients and your needs are
at the core of everything we do.

Together, we hope to grow multi-generationally and go above and
beyond for your needs. Contact us today to get started
 

General Information

CRD#:    2222678
Name of Broker/Dealer:    SagePoint Financial Inc.
States Licensed in:    AZ,AR,CA,CT,DE,FL,GA,ID,IL,KS,MD,MA,MI,NV,NJ,NY,
NC,OH,PA,SC,TX,VA
States Willing to do Business in:   
Years of Experience in Financial Services:    30
Number of Years with Current Firm:    25
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Bonds, Stocks, Mutual Funds, Insurance, Annuities
I can meet clients in the following ways:    At your office, Via phone, At my office, At your home
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Estate Planner (CEP), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 6, Series 65, Series 26, Series 63, Series 7
Insurance and Annuity Licenses:    Health, Annuity, Disability, Life, Variable Life, Long Term Care, Variable Annuity
 

Firm Information

Firm's Number of Clients:    500
Firm's Number of Managed Clients:    300
Assets Managed by Firm:    $200,000,000
Assets Managed by Advisor:    $150,000,000
 

Compensation & Fees

Minimum Portfolio Size for New Managed Accounts:    $50,000
 
 
 
Prepared By: Stephen Ng, ChFC®, CEP, CLU®

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