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Our Services

At Garret S. Wong, Chartered Financial Consultant, we provide expert assistance in the following areas:

Investments

  • Managed Assets
  • Separate Managed Accounts
  • Modeled Portfolios
  • Bonds
  • Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Closed End Funds
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Mutual Funds
  • Variable Annuities
  • ETF's

Financial Planning Consultant

  • Investment Planning
  • Retirement Planning
  • Estate Planning
  • Business Succession Planning
  • Educations Planning
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Forms

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Fixed Annuities