Description We are an established brokerage firm located at Canal Street in Lower Manhattan, offering services in the following areas: tax, health and life insurance, mortgage, real estate, and financial planning. Over the years, our firm has excelled in providing our customers with bilingual Chinese assistance in stock, mutual fund, and annuity investments. Our client base extends to over 1,000 clients, ranging from all over New York City and we currently have between $20 - 30 million assets under our management.
Our business would be an ideal opportunity for an individual or a company to expand into an Asian target market with minimal risk using an established presence in the above listed areas.