Tony Wong

Agency Director of Field Development



Like many New Yorkers, my family and I are first generation immigrants.  Having worked part-time in restaurants and garment factories as a teenager, I’ve seen firsthand the struggles that families go through trying to make ends meet.  These experiences helped me realize that I want to make a difference in people’s lives and help them get to where they want to be financially.  I followed through with what I set out to do and became a financial advisor.  Ever since then, I have enjoyed sharing my experiences and helping others in my career for over two decades now.

People say one can’t build a house without a blue print, and one certainly shouldn’t invest without a plan.  Planning sounds simple, but it is hardly the case.  I found that being a Certified Financial Planner helped me further understand client’s needs and allow me to assist with creating a financial plan.  Whether it is educational, business planning, insurance protection, estate preservation, retirement or wealth accumulation, my team of advisors and I will be diligent and passionate in assisting each client with developing customized and comprehensive solutions to fulfill their financial goals.

Outside of office, I enjoy a weekly game of basketball along with all types of outdoor activities.  Most of all, I loved spending time with my lovely wife and my three daughters.  Family is everything to me.  My biggest achievement in life is to be able to bring happiness to my family, to protect them and being financially independent.  I hope to help all my clients achieve the same.


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