JW Insurance and Financial Services 201 Jones Road, Waltham, MA 02451

JW Insurance and Financial Services is an insurance agency located at 201 Jones Road, Waltham, Massachusetts, United States. We are dedicated to serving professional advisors and helping individuals preserve, grow, and distribute their wealth. With over two decades of experience, founder Jing Wang is committed to providing high-quality services and products to clients, including bilingual services for Chinese families.

As a member agent of The Nautilus Group®, a service of New York Life Insurance Company, we offer legal and tax consultative services, state-of-the-art planning strategies, and customized case analyses to meet each client's unique needs. Our goal is to help clients achieve financial peace of mind by providing smart thinking, sound analysis, and experienced financial insight.

We build sustainable relationships with clients, working closely with them to understand their financial goals and create customizable solutions. Whether you are in need of insurance, investment, or retirement planning services, we are here to help you navigate the path towards financial security.

JW Insurance and Financial Services is proud to serve clients in multiple states, including CA, CT, DC, FL, MA, NH, NJ, NY, RI, TX, VA, WA, and GA. Jing Wang is licensed to sell insurance through New York Life and offers securities products and services through NYLIFE Securities LLC. She is also a Financial Advisor offering investment advisory services through Eagle Strategies LLC.

Please note that neither New York Life Insurance Company nor JW Insurance and Financial Services provide tax, legal, or accounting advice. It is recommended to consult your own professional before making any financial decisions. Visit our website to learn more about our services and to check the background of our investment professionals.