JerryWealthTalks 【找Jerry聊一聊】

@jerrywealthtalks

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Jerry Shen CFP®国际注册理财规划师 【找Jerry聊一聊】自媒体频道博主 美国泛宇集团美东机构总监 美国证监会(FINRA)认证财经顾问 美国财税策略顾问团队资深领袖 美国理海大学管理科学(运筹学)硕士 多家中国财富传承研习班特邀讲师 19年美国财务规划及资产配置经验 美国保险规划师团队资深领袖，持美国多州保险投资执照 有问题需要咨询请洽 Email: [email protected] 添加客服微信号：JerryWealthTalks 咨询预约链接 https://wealthconsultation.gr8.com/ Disclosures: Fees vary by service. Insurance and annuity products are commission-based. Investment advisory and mortgage services may involve additional fees; a full explanation will be provided during a licensed consultation. Not affiliated with any U.S. government agency. All trademarks are the property of their respective owners. This content is for informational purposes only and does not constitute financial, legal, or tax advice. Licensing and product availability may vary by state. Past performance is not indicative of future results. Physical location: 2227 Washington St. Unit 106 Newton, MA 02462 【找Jerry聊一聊】专注传播北美财商知识，提供财务咨询服务。与美国泛宇集团（TransGlobal）战略合作，汇聚资深财务规划师，从税务、保险、投资、贷款、地产等领域，为客户提供专业、一站式服务。