| Advisor Profile |
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| Name: |
Stephen Ng, ChFC®, CEP, CLU® |
| Phone Number: |
(973) 218-9600 |
| Website: |
Visit Website
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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 |
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General Information |
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| Name of Broker/Dealer: |
SagePoint Financial Inc.
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| 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
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| States Willing to do Business in: |
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| Years of Experience in Financial Services: |
30
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| Number of Years with Current Firm: |
26
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Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Bonds, Stocks, Mutual Funds, Insurance, Annuities
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| I can meet clients in the following ways: |
At your office, Via phone, At my office, At your home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Estate Planner (CEP), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®)
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| Securities Licenses: |
Series 6, Series 65, Series 26, Series 63, Series 7
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| Insurance and Annuity Licenses: |
Health, Annuity, Disability, Life, Variable Life, Long Term Care, Variable Annuity
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Firm Information |
| Firm's Number of Clients: |
500
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| Firm's Number of Managed Clients: |
300
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| Assets Managed by Firm: |
$200,000,000
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| Assets Managed by Advisor: |
$150,000,000
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Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Prepared By: |
Stephen Ng, ChFC®, CEP, CLU® |
Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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I have 25 years as a financial advisor, 30 years of industry experience. My professional designations include: Chartered Life Underwriter, Chartered Financial Consultant and a Certified Estate Planner. |
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Will you be the only person working with me? |
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Yes, I will be your main point of contact. We also have a team of dedicated advisors and assistants working together to best serve our clients. |
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How are you compensated? How will I pay for your services? |
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We are compensated based on fees and commission depending on the services we provide. All compensation will be disclosed at our first meeting. |
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Do you provide a free initial consultation? |
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Yes. Following your first consultation, we would love to provide you with a client reference list upon request. |
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