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Empower Your Financial Journey

Empower Your Financial Journey


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"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 C

"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!!!"

- Crooks Family

"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."

- Franz Family

"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 G

"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 Q

"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."

- Roman Family

"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 V

"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."

- Gross King Family

"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

"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 L

"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 M

Non-compensated client testimonials; may not be representative of all client experiences; no guarantee of future performance or success.

Empower your financial journey

We encourage you to check out our upcoming events and webinars. Expand your knowledge of investment strategies and financial planning to make informed decisions. 

Our Upcoming Events
Enlighten. Educate. Empower.

Enlighten. Educate. Empower.

Those three powerful words inspire how we serve you. They are our guiding lights here at Stephen Ng Financial Group.

We specialize in working with pre-retirees and retirees who want help to preserve their principal and ensure that their money lasts. We strive to help you achieve financial peace of mind. The way we do that is by enlightening and educating you throughout every age and stage of your financial planning journey.

We know that when you enlighten and educate you also empower.

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Are You Retirement Ready?

Are You Retirement Ready?

With decades of experience, we draw on our heritage of excellence to empower clients in their financial lives. Though the world of financial planning can seem daunting, our advisors specialize in simplifying the complexities of planning for this milestone so you can focus on what matters most. As your advocate, we strive to grow your knowledge, enhance your understanding, and help navigate you towards a stronger future.

We are motivated by your objectives, excited by your goals, and driven to provide strategies with your best interests in mind. We believe your goals, retirement needs, and family situation deserve unique solutions that are customized to you and adaptable to change. When your life evolves, so should your financial roadmap. Contact us today to get started.

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Download Our Free Ebook

If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Who We Are

Who We Are

Our team consists of professionals who specialize in financial planning and other important milestones. Our founder, Stephen Ng, is an award winning financial advisor and author.

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How We Help

How We Help

We partner with individuals, families and business owners who are committed to fulfilling their financial goals. Our firm understands the complexity of the financial planning world.

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How We Are Different

How We Are Different

Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized financial strategy and offering ongoing support, unbiased advice, and objective guidance.

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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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