理财经纪
曾氏注册国际理财规划师/为未来规划投资顾问
Mike Zeng, CFP® Plan for Your Future IAR
Email: mzen2000@hotmail.com
Phone Number: 919-641-3048
WeChat ID: mzen2000
Address: 630 Davis Dr. Ste 128, Morrisville, NC 27560 Service Description: 全方位理财规划：退休，投资，省税，大学，保险，传承
泛美理财顾问公司
Transamerica Financial Advisors, Inc.
Email: melodys_song@hotmail.com
Phone Number: 303-748-6850
WeChat ID: melodysongchapelhill
Address: 630 Davis Drive, Suite 128, Morrisville, NC 27560
Service Description: 投资规划、退休计划、年金、IRA账户、人寿保险、长期护理保险
人寿保险经纪
Life Insurance Producer
Email: valeriesino@outlook.com
Phone Number: 984-710-6853
WeChat ID: Have-Faith-in-Beauty
Service Description: 人寿保险/千万宝贝计划/年金/生前福利
纽约人寿.黄卓丽
New York Life Insurance Comapany
Email: zhuang04@ft.newyorklife.com
Phone Number: 336-324-5273
WeChat ID: zhuoli0621
Address: 4140 Parklake Ave, Ste 450, Raleigh,NC 27612
Service Description: 全职保险理财顾问，定期和终生人寿保险，延税年金，共同基金，教育基金
Junguo Zhao
Email: jzsd2010@gmail.com
Phone Number: 919-259-3117
WeChat ID: Jzsd2014
Address: 630 Davis Dr. Suite 128, Morrisville, NC 27514
Service Description: Financial planning, retirement, tax advantage, long term care, college fund, insurance
吴俊元一泛宇
George Wu-Transglobal
Email: junyuan100@gmail.com
Phone Number: 919-637-4774
WeChat ID: Tarheelwu
Address: 1601 Walnut Street, #108, Cary, NC 27511
Service Description: 理财税务和保险规划，退休金教育基金安排
黄丽思
Lisi Huang
Email: Lisih706@gmail.com
Phone Number: 984-239-1867
WeChat ID: WealthHealth-Huang
Address: 家保财富 Guardian Financial Alliance
Service Description: 免费专业咨询，提供医疗，保险，省税，理财一站式服务。业务范围：人寿医疗保险，Life and Health Insurance， 奥巴马医保，Obamacare，长期护理，Long Term Care，退休年金，Annuity，教育基金规划，Education Fund Planning，延税退休计划，IRA, Roth IRA, SEP IRA，牙科眼科保险，Dental and Vision Insurance，旅游保险，Travel Insurance.
J&S 财富管理公司
J&S Wealth Management
Email: awood8186@gmail.com
Phone Number: 980-622-1030
WeChat ID: Anhuixiazi
Address: Online
Service Description: 教育金，养老金，401K安排，人寿保险，长期护理。
美国泛宇集团
Transglobal Financial Group
Email: marylifeandhealth@gmail.com
Phone Number: 919-551-6558
WeChat ID: Supermary2016
Address: 1601 Walnut St, Suite 108,Cary NC 27511
Service Description: 保险、投资、税务规划、贷款、教育、信托等一站式服务。