Simon Wong,Financial Services Professional at MassMutual Northwest

Simon Wong,Financial Services Professional at MassMutual Northwest Financial Services Professional helping to protect families in the Greater Seattle Area Preparing for the next step in life isn’t always easy.

Knowledge is the key to a successful financial future. Protect those you love. I am dedicated to making a difference in people’s lives. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your

financial future as successful as you need it to be. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. I help people protect the ones they love through a variety of financial products and solutions to meet their needs. I offer a broad portfolio of individual insurance protection and financial products and services for high net worth families, businesses, and institutions. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I am licensed to sell insurance in: Washington & California. Domiciled in WA, CA Insurance License Number 0K37479.

06/16/2022

Is your family protected for the long term? See how owning both term and whole life insurance could be the perfect fit.

We are pleased to announce that MassMutual has been named one of Boston Business Journal's 2022 Corporate Ally Award win...
06/15/2022

We are pleased to announce that MassMutual has been named one of Boston Business Journal's 2022 Corporate Ally Award winners. 🏳️‍🌈 https://hearsay.social/3tCofJa

06/13/2022
06/06/2020
Early Retirement Sounds Amazing, But It Can Take A Toll On Your Mental Health
10/07/2019

Early Retirement Sounds Amazing, But It Can Take A Toll On Your Mental Health

The FIRE movement focuses on finances, but not so much on emotional well-being

07/04/2019

Thinking about how your loved ones will move on when you’re no longer with them is never easy. At MassMutual, we understand this is difficult but we also know the importance of planning ahead to ease the burden on your family and friends. This planning guide will help organize your important information and communicate what matters most to you — both now and in the future.”

On Memorial Day, we remember and give thanks to all of the service men and women who gave the ultimate sacrifice to our ...
05/27/2019

On Memorial Day, we remember and give thanks to all of the service men and women who gave the ultimate sacrifice to our country.

Survey Finds 42% of Americans Will Retire Broke — Read the article and find out why
10/15/2018

Survey Finds 42% of Americans Will Retire Broke — Read the article and find out why

How much does the average person have saved for retirement?

At MassMutual we are proud to support all families. Please join us in celebrating families this ! https://bit.ly/2J...
06/05/2018

At MassMutual we are proud to support all families. Please join us in celebrating families this ! https://bit.ly/2Jv2m8J.

Always Forward: How You Can Join LinkedIn­­­ in Honoring Veterans
06/05/2018

Always Forward: How You Can Join LinkedIn­­­ in Honoring Veterans

LinkedIn and America’s veterans share a common ethos: instead of resting on our laurels, we’re always looking for the next challenge. As a company, we take a forward-looking approach to supporting the veteran community, continually seeking opportunities to invest in its great potential, and mobi...

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701 5th Avenue Suite 1100
Seattle, WA
98104

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+12063463348

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