Jennifer Cheung, Agent - New York Life
Business details
- Category
- Financial Services · Financial advisor, Financial planner
- Address
- 951 Mariners Island Blvd Ste 600, San Mateo, CA 94404
- Phone
- (510) 318-1775
- Website
- newyorklife.com
- County
- San Mateo County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Looking for financial planning in San Mateo? Jennifer Cheung, Agent - New York Life offers personal financial guidance from a New York Life agent serving San Mateo and the Peninsula.
Financial planning is about building a clear picture of where you are and where you want to go, and that is the work we do with each client. We help individuals and families think through their goals, whether that means planning for retirement, protecting what they have built, or preparing for the next stage of life.
Our approach starts with listening, so every recommendation fits your circumstances rather than a one-size-fits-all template. We aim to explain each option in plain language, so you can make decisions with confidence.
Clients across San Mateo County and the wider Peninsula come to us for thoughtful, practical planning they can rely on over the years.
You can learn more about our services on our website, or call or stop by to set up a conversation about your goals.
Financial planning is about building a clear picture of where you are and where you want to go, and that is the work we do with each client. We help individuals and families think through their goals, whether that means planning for retirement, protecting what they have built, or preparing for the next stage of life.
Our approach starts with listening, so every recommendation fits your circumstances rather than a one-size-fits-all template. We aim to explain each option in plain language, so you can make decisions with confidence.
Clients across San Mateo County and the wider Peninsula come to us for thoughtful, practical planning they can rely on over the years.
You can learn more about our services on our website, or call or stop by to set up a conversation about your goals.