Why Us?

The reason why the host would select our group is because we do not favor our services base on one company only. We are the one-stop shop when it comes to financial education and products: retirement, life insurance, 401k, 529, Roth IRA, Saving. We spend our time to find out what fits their need so that employees can reach their goal in their financial planning.

Booth Info

Raffle Prize: $50 Gift Card
Interactive Element: We are friendly teams that want to really help families secure their financial goal. Free feel to ask questions, set 1 on 1 and anything we can do so you can sleep better at night.
Brings Printed Materials: Yes
Brings Giveaways & Freebies: Yes

Representatives

Jimmy Kwok
Yahong Yang

Reliability

0 Cancellations
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