Testimonials
I would like to start off by stating, I have been a very happy and satisfied client of Mr. Ng since the year 2009. He and his
staff work hard to meet all of my financial goals. Please feel free to contact me for any references I can supply.
Vincent Cognato
We just want to give a highly deserved recommendation relative to our time as clients with Stephen Ng. We have been
clients for over 10 years and could not be more pleased with the service and professionalism with which Stephen and his
staff have handled our portfolios. They're always only a phone call away and have always addressed any and all of our
requests or concerns in the most expedient way possible, and always to our complete satisfaction. From the time we joined
his financial group prior to our retirement he assisted us totally in the transition. Finally, another plus are his educational
seminars and his yearly reviews that keep us abreast of exactly how we're doing. He's very personable and he and the
staff have always made us feel welcomed. We absolutely would highly recommend, (as we have to others) Stephen Ng's
financial services, they are one of the best!!!
Ron & Janet Crooks
We met Stephen Ng in March of 2025 during a financial seminar, where he also gave us a copy of his book, “10 Financial
Mistakes You Should Avoid”. The book and the seminar provided us with valuable insights and motivated us to join this
financial group. We benefit from every meeting with Stephen. He is personable, knowledgeable and forthcoming. These
qualities, along with his years of experience, have contributed to our confidence in his recommendations and our financial
decisions. In addition, the rates of return on our investment accounts over the past twelve months have greatly exceeded
our expectations! We highly recommend Stephen and his amazing team to anyone who is looking for financial guidance.
Gordon and Nancy Franz
After years of managing my own funds, I decided after retirement that I no longer wanted to manage my finances. I met
with Stephen Ng and his financial group and was completely impressed. Stephen Ng and his team of professionals was the
right fit for me. They have given me comfort knowing that they have my wellbeing and my best interest at hand. I have full
confidence and trust in their ability, knowledge and honesty. I have referred a number of individuals to them as well.
Rene Goicochea
Stephen, thank you for meeting with me and Carl this week. It is hard to believe it has been almost 5 years since we met!
Your integrity and financial guidance have always been appreciated.
Carl & Margaret Gross King
I met Stephen about five and a half years ago when I was invited to guest preach at the church he was a member, deacon
(chairman of the board), and also trustee of. Soon enough, we found ourselves serving together for two years in the "trenches"
of church planting in the financial district of downtown NYC. Stephen is a godly man, a family man, a wise man, and most
surely an authority in the realm of financial and retirement planning. He leverages his deep knowledge and vast experience to
help others better steward their finances and their lives. Get his help if you can!
Pastor Won Kwak
Before working with Stephen Ng Financial Group, my wife and I constantly stressed about whether we were saving enough for
our future. Stephen Ng Financial Group completely changed that. They didn’t just talk about numbers; they took the time to
understand our personal values and life goals. We meet annually to discuss investment and tax strategies for the current and
following year; they use plain language that we could easily grasp. For the first time, we feel completely organized, confident,
and relaxed about our long-term financial future. Having a trusted professional in our corner is invaluable.
Joseph Lopez
I attended a Stephen Ng seminar about two years ago. Was so impressed with Stephen, his financial knowledge and
experience, the many retirement strategies and available products, that my wife and I became clients. The attention both he
and his staff has given to us has been remarkable. We have put a retirement plan in place and are very satisfied. They have
taken some very complex situations and narrowed them down to actionable steps. We are very happy to be a part of the
Stephen Ng Financial family.
Michael Melanson
Working with Stephen Ng and his team has been an incredibly positive and reassuring experience. Their professionalism,
knowledge, and attention to detail for all my accounts give me confidence in the financial decisions I make. They always take
whatever time is necessary to listen to my questions and create strategies that feel both thoughtful and personalized. I have
found Stephen and his team to be high caliber individuals, who are honest and genuine in all our conversations. They seem to
care not only about financial growth, but also about building trust in a personal relationship with their clients. I would highly
recommend them to anyone looking for a dependable, knowledgeable, and caring financial advisor.
Robert Quinn
I've worked with Stephen Ng & Team for nearly 9 years and enjoy their exceptional integrity and attention to detail which is
crucial in retirement planning. Their commitment to client well-being and sound financial principles makes them ideal to work
with. My wife and I are confident that they will contribute significantly to everyone's success.
Marcos & Maria Roman
From when I first met Stephen, I immediately knew that I was dealing with a person with a very strong character, ethics, family,
and faith beliefs. These traits have enabled a true trust relationship between him and my family that eliminated any anxiety
related to the management and future of my retirement portfolios.
Thomas Vanzant
Empower your financial journey — today.
We are ready to help you and your family achieve all your financial hopes and dreams. We are ready to help you find alignment in the stars of health, wealth and time. Let’s get started! Talk soon!