Limei (Lily) Yuan

Financial Services Professional

Biography

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:

  • Define your personal financial goals
  • Develop a financial strategy that can help you achieve these goals
  • Suggest suitable products and solutions based on your needs
  • Implement your strategy with products and services that help meet your needs.

I am licensed to sell insurance in: NY. 

Focus Areas

  • Insurance Strategies

Languages

  • English
  • Chinese-Mandarin
  • Chinese-Cantonese

Coverpath - Get a quote for term life insurance

CRN202207-267436

Check the background of this investment professional on FINRA's BrokerCheck