Lifelong Wealth Management

"I have worked with Jason Gong at Lifelong Wealth Management for over 10 years. I’ve stayed with him because he takes a personal, data-based approach to managing my retirement portfolio. I appreciate that he takes the time to get to know me and my personal preferences so he knows how best to invest for me. He doesn’t chase the latest money fad. Beyond money management, Jason has helped me with other financial advice like loan refinancing and retirement strategies. He responds quickly to my inquiries and makes me feel like I’m one of his top clients."

"I have known Jason for a number of years and he has outperformed my expectations. He is easy to talk to and to get a hold of. He helped me plan for a successful retirement. He is a thoughtful, invested and a brilliant wealth manager. I highly recommend him and his Company, Lifelong Wealth Management."

"I just started working with Jason. I'm in my mid-30s and have two young children. The level of detail he has given, even from the early stages has been tremendous and he and his staff are incredibly easy to work with. Financial planning was an overwhelming idea for me, but it has been simplified tremendously and I've felt really comfortable. In the short period of time I have worked with Jason and his team, it is clear that they go above and beyond for their clients and I look forward to working with them going into the future."

"I have worked with Jason Gong - Lifelong Wealth Management for over 16 years. Jason has consistently done a fantastic job managing my portfolio. Probably the best display of my appreciation for what Jason has done for my sense of financial security is recommending family and friends. Everyone I have referred to Jason is extremely satisfied. It’s very nice not to have to think twice about what is going on with my retirement savings and know Jason has my best interests at heart. My savings have grown tremendously over those 16 years and he always takes the time to explain the market and his thought process. I’ve been extremely happy with his services - Jason is extremely intelligent and loves research. I also love that Jason gives back his knowledge to the community - offering an internship program to college students interested in a financial career."

"I have been a client of Jason Gong’s for several years now. I cannot imagine a more sincere, professional, compassionate, and “in tuned” Fiduciary. Jason listens to people and does the best job he can to help them. I have felt so secure with him that I brought my moms financial needs to him. And my partner has worked with Jason for the last couple of years. If you want someone that will truly care about you and work “with” you to further your financial goals, Jason is the guy!! You will not be disappointed and you will find a true friend as well!"