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MISSION STATEMENT

“To normalize transparency and unbiased recommendations in the financial/insurance industry through comprehensive, diligent planning at competitive prices to provide the best value to our clients.”

MYZ Financial & Insurance Services

is a professional boutique firm offering concierge services to companies & households across the country. As both a fiduciary and a broker, we don't represent just any one financial or insurance company - we represent all of them. We pride ourselves in providing unbiased advice to our clients so they can make the right financial decisions for their families and their businesses.

Able to service clients in several languages including English, Mandarin, Cantonese, and Toishan..

LEARN MORE

Insurance Solutions

Retirement Planning

Investment Options

Business Solutions

  • Cindy Kong

  • Bruce Yu Chen

  • Lesley Ann Tan

MEET THE TEAM

 

 

CA Insurance License # 0M24028
MYZ Financial & Insurance Services is an independent entity with a registered name under Infinity Financial Services Advisory. Securities offered through Infinity Financial Services, member FINRA/SIPC. Investment Advisory services offered through Infinity Financial Services Advisory, an SEC Registered Investment Adviser. Client information is shared in accordance with the Infinity Financial Services Privacy Policy. Infinity Financial Services and Infinity Financial Services Advisory only conduct business in states they are currently registered with. For a list of current state registrations, visit BrokerCheck and IAPD. .