jiang-hua-joe-lu_3c3736a47c68471789c902de7497a960-headshot

Jiang Hua (Joe) Lu

Financial Services Representative

Professional Story

Insurance Strategies

English, Chinese-Cantonese, Chinese-Mandarin

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: AL, AR, CA, CT, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, WI, and WV. 

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