Michael T. Hong - New York Life

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Introduction: Working with a Fortune 61 company that is also the largest mutual company in the country, allows me to offer the best products and services with pride and integrity. All of my work and expertise are backed by the highest financial strength, AAA rated company, New York Life. What gives me the joy and fulfillment like no other is making a difference in people's lives. Protecting families and creating a strategy for financial goals is all about trust and planning it right the first time.

Overview

Hired 1 time

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8 years in business

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Reviews

5.0

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Sharron L.

Feb 19, 2017

Michael is very friendly and professional. He carefully reviewed my old policies and helped me understand what I had and what my options were going forward. I never thought that life insurance could be so important to financial planning. I learned that there's so much more to it than just saving a lot of money, it's about having someone you can trust.

Rebekah S.

Feb 26, 2017

Michael is very informative and professional. I did not know much about life insurance and didn't think I needed it. Talking to Michael not only made me realize the importance of having life insurance when planning financially but also that starting young is the best. He took time to review my statements and gave me a piece of mind.

Mike s.

Mar 1, 2017

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Hired on Thumbtack

I was initially concerned about my long term planning and goals, but Michael helped me understand that there are many things that I can do now to make my future goals more of a reality than a dream. I had a couple 401k's around from my previous employers and he helped me consolidate them all and balanced my portfolio that fits my needs. Financial planning is not an easy thing to do, but with a proper guidance, it's not as intimidating as I originally thought it'd be. Thank you again Michael! Can't wait to see you for my annual review!

Personal Financial Planning

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Michael Hong

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Non-fee based. Department of Labor compliant fiduciary agent.
What is your typical process for working with a new customer?
My process consists of face to face consulting to fully understand my client's needs. I make sure all questions and concerns are addressed and all possible shortfalls are evaluated before making any recommendations for planning.
What education and/or training do you have that relates to your work?
California State trained and licensed in Accident, Health and Life Insurance.

Michael T. Hong - New York Life

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