Angelina Marie Jong: Financial Advisor and Stock Broker

Investment Advisor | Stock Broker

I specialize in stock brokerage and offer expert financial advisory services to help clients achieve their investment goals. With a focus on personalized strategies, I guide individuals and businesses toward financial success

DETAILED REPORT

4

Firms

27

State Licenses

18

Years of Experience

Services

Financial Consulting

Providing tailored financial consulting to help individuals and businesses optimize budgets, manage risks, and achieve financial growth through strategic, data-driven solutions.

Stock Brokerage

I provide expert stock brokerage services, helping clients build and manage diversified portfolios with precision and strategy. Whether you're a seasoned investor or just starting out, I offer personalized guidance, market insights, and efficient execution to help you achieve your financial goals in traditional equity markets

Digital Currency Trading

Stay ahead in the fast-evolving world of digital assets with my trading services. I specialize in helping clients navigate cryptocurrencies and other digital investments with confidence. From strategic planning to risk management, I ensure secure, informed, and growth-oriented trading tailored to your financial ambitions

What My Clients say About Me

Here's what some of my satisfied clients have to say about my work

Sarah Thompson

Tesla

Angelina Marie Jong, a truly remarkable financial advisor, guided me through a financial planning process that transformed my strategy from average to extraordinary. Her deep understanding and the seamless collaboration made it feel effortless, and I wholeheartedly recommend her for anyone seeking to enhance their financial well-being.

Emily Roberts

United Nations

Angelina is an exceptionally skilled financial advisor. Her meticulous attention to detail and strategic financial acumen are unparalleled. She transformed my financial strategy from average to extraordinary, aligning my investments with my long-term goals perfectly.

James Caley

Nvidia

Embarking on a financial planning journey, I met with Angelina Marie Jong, a financial advisor whose expertise in financial planning and ability to make complex financial information accessible were unparalleled. It felt incredibly good to see my financial strategy elevated from standard to extraordinary, thanks to his insightful guidance and attentive listening to my aspirations.

Emily Roberts

Alliance Trust

Angelina is an outstanding financial advisor, guided me through a financial planning process that transformed my strategy from average to extraordinary. Her expertise and the seamless collaboration made it feel effortless, and I wholeheartedly recommend her for anyone seeking to enhance their financial well-being.

Frequently Asked Questions

Here are answers to some common questions

What is the process for setting up a financial plan with you?

The process begins with a comprehensive assessment of your financial goals, current financial situation, and risk tolerance. This is followed by a detailed financial plan that outlines strategies for achieving your goals, including investment recommendations, tax planning, and retirement planning.

How do you ensure the financial strategies you recommend are aligned with my personal goals and risk tolerance?

I tailor financial strategies to your specific needs by considering your financial goals, risk tolerance, and investment horizon. This ensures that the recommendations are not only aligned with your objectives but also suitable for your level of risk.

What types of investments do you recommend for someone looking to grow their wealth over the long term?

For long-term wealth growth, I recommend a diversified portfolio that includes a mix of stocks, bonds, and such as mutual funds and ETFs and Cryptocurrency(volatile but fast growing on). This approach balances potential returns with risk, aiming to grow wealth over time.

How do you handle tax planning and optimization for your clients?

Tax planning involves strategies to minimize tax liabilities and maximize tax benefits. This includes selecting the most tax-efficient investments, utilizing tax-advantaged accounts, and planning for tax-efficient investment sales. I work closely with clients to ensure their tax situation is optimized for their financial goals.

What steps do you take to ensure the security and privacy of my financial information?

I prioritize the security and privacy of your financial information. All interactions are conducted in a secure environment, and I adhere to strict confidentiality standards. Additionally, I ensure that any third-party service providers I work with are also compliant with relevant data protection regulations.

Still have any Questions ?

Let's collaborate to create an exceptional portfolio that sets you apart from others. Contact me today to discuss your financial prospects and bring your financial vision to life!

Contact Me