hui-kelly-liu_e0dfbfc5f7744f6b932ad7aff2c500db

Hui (Kelly) Liu

Financial Services Representative

Professional Story

Insurance Strategies, Risk Management Strategies, Retirement Strategies, Retirement Income Planning, College Funding Strategies, Investment Strategies (Reg. Reps Only), Business Owners

English, Chinese-Mandarin, Chinese-Cantonese

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: FL, GA, IN, KS, MD, MS, NC, NY, OH, OK, PA, TX and VA, and securities in: NY. 

MM202503-300856

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

Charter Oak Financial: The Manhattan Office

2 Mott Street, 9th Floor New York, NY 10013
Get Directions
Charter Oak Financial: The Manhattan Office Office