Jason Huang

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design

About

Jason Huang is a financial consultant based in Hauppauge, New York, affiliated with Oppenheimer. He specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and risk tolerance. Jason employs an in-depth discovery process to understand clients' specific situations and time horizons. His practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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