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
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See Hui’s Licenses and Disclosures