MassMutual financial professional.

Hui "Kelly" Liuemail

Charter Oak Financial: The Manhattan Office

2 Mott Street 9th Floor
New York, NY 10013

  • Professional Story

    I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

    I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:

    • Define your personal financial goals
    • Develop a financial strategy that can help you achieve these goals
    • Suggest suitable products and solutions based on your needs
    • Implement your strategy with products and services that help meet your needs.

    I am licensed to sell insurance in: FL, GA, IN, KS, MD, MS, NC, NY, OH, OK, PA, TX and VA, and securities in: NY. 

  • Languages:
    • English
    • Chinese – Mandarin
    • Chinese – Cantonese

  • Specialties:
    • Insurance Strategies
    • Risk Management Strategies
    • Retirement Strategies
    • Retirement Income Planning
    • College Funding Strategies
    • Investment Strategies
    • Business Owners

Check the background of this investment professional on FINRA's BrokerCheck

See Hui’s Licenses and Disclosures

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