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

Tel: (973) 218-9600
633 Morris Avenue
Springfield, NJ 07081

Growing and Preserving Your Wealth

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

About Stephen Ng Financial Group, LLC

Connect With an Expert Financial Advisor and Get Answers

OUR MISSION
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
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.
States Licensed in:   AZ,AR,CA,CT,DE,FL,GA,ID,IL,KS,MD,MA,MI,NV,NJ,NY, NC,OH,PA,SC,TX,VA
Number of Years with Current Firm:   26


Services

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:   Health , Annuity , Disability , Life , Variable Life , Long Term Care , Variable Annuity


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
Duration :  2008-Currently holding



Faqs

  • 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.
  • Do you provide a free initial consultation? Yes. Following your first consultation, we would love to provide you with a client reference list upon request.
see more
Stephen Ng, ChFC®, CEP, CLU®

Stephen Ng, ChFC®, CEP, CLU®

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, 2015-2017 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.

see more

News & Events


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


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


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


Awards & Recognitions


Top Producer
(2005, 2008)

American General Securities, Inc.


Top 25 Producers and Champions Circle
(2010)

SagePoint Financial, Inc.


Champions Circle and the Million Dollar Club
(2011)

SagePoint Financial, Inc


Champions Circle
(2012)

SagePoint Financial, Inc.


Leaders Council Member
(2013, 2014)

SagePoint Financial, Inc.


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

SagePoint Financial, Inc.