Jing Wang, Financial Advisor - Jw Insurance & Financial Services

Welcome to Jing Wang, Financial Advisor - JW Insurance & Financial Services

Located at 201 Jones Road, Waltham, Massachusetts, we are your dedicated partner in navigating the complex world of finance. At JW Insurance & Financial Services, we are committed to helping you preserve, grow, and distribute your wealth effectively, ensuring you achieve financial peace of mind. Our personalized approach is designed to address your unique financial concerns and set you on a successful path for the future.

As a proud member agent of The Nautilus Group®, a service of New York Life Insurance Company, Jing Wang brings a wealth of expertise to the table. We offer a comprehensive range of legal and tax consultative services, cutting-edge planning strategies, and tailored case analyses to meet the sophisticated planning objectives of each client. Our mission is to provide high-quality services and products to individuals and families, with a special focus on serving Chinese families with bilingual services.

Founded nearly two decades ago by Jing Wang, a long-time Boston resident and former engineer, our firm combines analytical precision with a passion for helping our community thrive. We provide innovative solutions that grow, protect, and conserve your wealth throughout life's stages. By understanding your needs, goals, and risk tolerance, we work collaboratively to bring clarity to your financial journey.

Our services extend to clients in CA, CT, DC, FL, MA, NH, NJ, NY, RI, TX, VA, WA, and GA. Jing Wang is a licensed agent authorized to sell insurance through New York Life and other independent companies, offering securities products through NYLIFE Securities LLC and investment advisory services via Eagle Strategies LLC. Please note that our communications are intended for residents of specific states.

At JW Insurance & Financial Services, we build sustainable relationships with our clients, working together to address financial matters now and for the future. While we do not provide tax, legal, or accounting advice, we encourage you to consult your own professionals before making any decisions.

Visit us today to discover how we can help you achieve your financial goals with smart thinking, sound analysis, and experienced insight. Let us be your trusted guide on the path to financial success.