Stephen Ng, ChFC®, CEP, CLU®
Stephen Ng Financial Group, LLC

Tel: (973) 218-9600
100 Horizon Center Boulevard, Suite 105
Hamilton, NJ 08691

Growing and Preserving Your Wealth

Stephen Ng Financial Group, LLC | Financial Advisor in Hamilton ,NJ

About Stephen Ng Financial Group, LLC


No matter where you are in your financial or retirement planning journey, our mission statement remains the same: to help you grow and preserve your wealth by caring more, doing more, and knowing more.


Our vision is to help clients feel confident about their future and pursue their financial goals. Through our comprehensive approach, we develop customized financial and retirement strategies that address your short and long-term needs. We are independent advisors, meaning that our recommendations are always in the best interests of our clients and your needs are at the core of everything we do.

Together, we hope to grow multi-generationally and go above and beyond for your needs. Contact us today to get started.

General Information

Firm Start Year:   1992
Name of Broker/Dealer:   SagePoint Financial Inc.
Number of Years with Current Firm:   25


Investment Types:   Exchange Traded Funds (ETFs), Bonds, Stocks, Mutual Funds, Insurance, Annuities
I can meet clients in the following ways:   At your office, Via phone, At my office, At your home

Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Health, Annuity, Disability, Variable Annuity, Variable Life

Firm Information

Firm's Number of Clients:   500
Firm's Number of Managed Clients:   300
Assets Managed by Firm:   $200,000,000
Assets Managed by Advisor:   $150,000,000

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   $50,000

Board Positions

Organization:  Trust In God Baptist Church
Position :  Chairman, Board of Deacons and Directors


  • What are your qualifications? What is your education background? I have 25 years as a financial advisor, 30 years of industry experience. My professional designations include: Chartered Life Underwriter, Chartered Financial Consultant and a Certified Estate Planner.
  • Will you be the only person working with me? Yes, I will be your main point of contact. We also have a team of dedicated advisors and assistants working together to best serve our clients.
  • How are you compensated? How will I pay for your services? We are compensated based on fees and commission depending on the services we provide. All compensation will be disclosed at our first meeting.
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Securities and Investment advisory services offered through SagePoint Financial Inc., member FINRA/SIPC and registered investment advisor. Insurance services offered through Stephen Ng Financial Group", who is not affiliated with SagePoint Financial, Inc. SagePoint Financial Inc. does not give tax or legal advice.

Stephen Ng, ChFC®, CEP, CLU®

Stephen Ng, ChFC®, CEP, CLU®


Stephen Ng is the founder and President of Stephen Ng Financial Group™.

Stephen has been assisting pre-retirees & retirees since 1992. Additionally, he has helped retirees save in taxes and increase retirement income. Stephen has developed a specialty in working with retirees and those about to retire who want help to preserve their principal and ensure that their money lasts. Stephen helps many people avoid the common mistakes made by retirees. In addition, he has held Financial Management, Retirement Investing and Insurance planning seminars at businesses, churches & non-profit organizations.

Stephen is a Chartered Life Underwriter, Chartered Financial Consultant and a Certified Estate Planner. He is also an Investment Advisor Representative with SagePoint Financial, Inc. In 2011, 2015 and 2016 Stephen Ng was listed in the Champions Circle and the Millon Dollar Club with SagePoint Financial, Inc. In 2010 and 2012, he was in the top 25 Producers and listed in the Champions circle with SagePoint Financial, Inc. In 2005 & 2008, Stephen was named Top Producer with American General Securities, Inc.

In 2015, Stephen wrote the following book, 10 Financial Mistakes You Should Avoid: Strategies Designed to Help Keep Your Money Safe and Growing.

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News & Events

Are Robo-Advisors Right for You?
When: 2016
Details:Stephen Ng, Chicago Tribune ...more

Protect Your Retirement Savings
When: 2016
Details:Stephen Ng, New York Daily News ...more

Getting Spouses to Retire Together
When: 2014
Details:Stephen Ng, The Wall Street Journal ...more

Is Spending Principal OK in Retirement?
When: 06/28/2017
Details:Stephen Ng, US News ...more

It's OK to Keep Your Foreign Investments
When: 04/18/2017
Details:Stephen Ng, NBC News ...more

Awards & Recognitions

Champions Circle and the Million Dollar Club
(2015, 2016)

SagePoint Financial, Inc.

Leaders Council Member
(2013, 2014)

SagePoint Financial, Inc.

Champions Circle

SagePoint Financial, Inc.

Champions Circle and the Million Dollar Club

SagePoint Financial, Inc

Top 25 Producers and Champions Circle

SagePoint Financial, Inc.

Top Producer
(2005, 2008)

American General Securities, Inc.