National Retirement Planning Experts

National Coverage
Local Professionals

Stephen Ng, ChFC®, CEP, CLU®

Stephen Ng Financial Group, LLC

100 Horizon Center Boulevard, Suite 105

Hamilton, NJ 08691
(973) 2189600

Growing and Preserving Your Wealth

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

Firm Start Year

1992

CRD#

2222678

Firm CRD#

133763

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

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 & Membership

Certifications, Accreditations & Designations

Certified Estate Planner (CEP), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®)

Securities Licenses

Series 7, Series 6

Insurance and Annuity Licenses

Life, Health, Annuity, Disability, Variable Annuity, Variable Life

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 and Fees

Minimum Portfolio Size for New Managed Accounts

$50,000

Disclaimer

Securities and Investment advisory services offered through SagePoint Financial Inc., member FINRA/SIPC and registered investment advisor. Insurance services offered through Stephen Ng Financial Group", who is not affiliated with SagePoint Financial, Inc. SagePoint Financial Inc. does not give tax or legal advice.