Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Jessica Y Wong
CPA, CLTC®
Wealth Management Advisor
Wharton Graduate, Former CPA. I have been fortunate to have helped hundreds of individuals, families and small business owners mitigate financial risks that they may not even be aware of. I provide both wealth management and insurance planning services. Let's talk!