Business Details
15 Years
experience
Your Trusted Partner for Financial Planning & Wealth Management
Jeung Agency is a 5-star Google-rated financial services firm established in 2011, dedicated to helping individuals, families, and businesses protect and grow their wealth. Founded by Stephen Jeung, a former Wealth Manager at Merrill Lynch with over 25 years of industry experience, we prioritize personalized, transparent, and high-performance financial solutions. Our services span life insurance, retirement planning, wealth management, and business financial strategies, tailored to meet long-term client goals.We work independently with 70+ top-rated financial institutions to ensure unbiased recommendations and access to premier solutions. Our client-first approach emphasizes understanding individual needs, delivering data-driven strategies, and maintaining nationwide licensing for virtual appointments across the U.S. With a focus on estate planning, tax-efficient wealth transfer, and generational legacy building, we combine expertise with a commitment to evolving with our clients' financial journeys.
Services
Life Insurance
Retirement Planning
Wealth Management
Business Services
Estate Planning
Fixed Index Annuities
Group Health Insurance
Tax-Efficient Strategies
Risk Management
Charitable Giving
Details
- Year established: 2011
Highlights and features
- We work with 70+ top-rated financial institutions to find the right fit for you.
- We take the time to understand your goals and customize every solution.
- We provide clear strategies backed by performance and protection.
- Hundreds of happy families and professionals trust Jeung Agency with their financial future.
- We offer virtual appointments via Zoom or phone for nationwide accessibility.
What people say
Top-rated service
Transparent strategies
Expert guidance
Client-first approach
Licensed in all 50 states
Services
Life Insurance
Jeung Agency offers tailored life insurance products including Indexed Universal Life, Term, and Whole Life policies. These solutions provide lifelong coverage, tax-deferred cash value growth, and flexible premium options. Our team helps clients protect families, plan for college costs, or secure executive strategies while ensuring financial legacies.
Retirement Planning
We specialize in retirement strategies using 401(k) rollovers, Fixed Index Annuities, and IRA management. Our approach focuses on tax-efficient growth, market-linked returns with principal protection, and guaranteed lifetime income options. Services cater to pre-retirees, investors, and professionals seeking secure retirement pathways.
Wealth Management
Our wealth management services include investment planning, estate preservation, and multi-generational wealth transfer. We create personalized roadmaps for asset protection, tax optimization, and risk management while coordinating with CPAs and attorneys to align comprehensive financial plans.
Business Services
Jeung Agency provides retirement plans (401(k), SEP IRAs), group health insurance, and executive bonus programs for businesses. We help owners attract talent through competitive benefits packages while ensuring compliance, cost-efficiency, and tailored solutions for companies of all sizes.
Estate Planning
We offer coordinated estate planning services including wills, trusts, and tax-efficient wealth transfer strategies. Our approach ensures smooth asset distribution according to client wishes while educating heirs and implementing protective measures against probate challenges and excessive taxation.
People
Stephen Jeung
Founder and CEO
With 25+ years in finance, Stephen Jeung founded Jeung Agency to deliver personalized financial solutions. Former Merrill Lynch Wealth Manager specializing in retirement strategies, estate planning, and business financial services across all 50 states.
Questions
What financial services does Jeung Agency offer?
We provide life insurance, retirement planning, wealth management, business financial services, and estate planning solutions tailored to individual and organizational needs.
How is Jeung Agency different from other financial firms?
We combine independence with access to 70+ top-rated institutions, personalized client-first strategies, and nationwide virtual consultations backed by 25+ years of industry expertise.
Can I work with Jeung Agency remotely?
Yes, we offer virtual appointments via Zoom or phone for all U.S. clients, making our services accessible regardless of location.
What retirement planning options are available?
We specialize in 401(k) rollovers, Fixed Index Annuities, IRA management, and tax-efficient income strategies designed for market protection and guaranteed growth.
How do you help businesses with employee benefits?
We design customized retirement plans, group health insurance, and wellness programs that help attract talent while ensuring compliance and cost-efficiency for businesses of all sizes.
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