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Stephen Ng Financial Group

Stephen Ng Financial Group


Stephen Ng is the founder and President of Stephen Ng Financial Group™.

Stephen has been assisting pre-retirees & retirees since 1992. Additionally, he has helped retirees save in taxes and increase retirement income. Stephen has developed a specialty in working with retirees and those about to retire who want help to preserve their principal and ensure that their money lasts. Stephen helps many people avoid the common mistakes made by retirees. In addition, he has held Financial Management, Retirement Investing and Insurance planning seminars at businesses, churches & non-profit organizations.

Stephen was born in Singapore. Prior to attending college in Australia, he served as a lieutenant and instructor in the Officer Cadet School of the Singapore Armed Forces. Stephen received his Bachelor of Commerce Degree in Finance and Accounting from the University of Western Australia in 1985. In 1984, he was the scholar of the year for outstanding performance in Kingswood College.

He started his career as a Finance and Administration Manager in a Singapore transportation corporation. Stephen moved to New York in 1988. Stephen then joined the Industrial Bank of Japan in New York, working as a supervisor in the Financial Control Division. At that time, Stephen recognized that individuals, as well as businesses, needed professional financial advisors. He started his career in insurance and financial services with Prudential. Realizing the need for an organized, comprehensive approach to helping individuals achieve their financial goals, Stephen founded his own firm, Stephen Ng Financial Group™.

Stephen is a Chartered Life Underwriter, Chartered Financial Consultant and a Certified Estate Planner. He is also an Investment Advisor Representative with SagePoint Financial, Inc. In 2011 and 2015 through 2019 Stephen Ng was listed in the Champions Circle and the Millon Dollar Club with SagePoint Financial, Inc. In 2010 and 2012, he was in the top 25 Producers and listed in the Champions circle with SagePoint Financial, Inc. In 2005 & 2008, Stephen was named Top Producer with American General Securities, Inc. **

Founder & Manager of the Essex & Union County N.J. business networking group, Stephen leads this group of more than 1,700 business professionals, helping them to grow and make positive contributions to the community.

He is an active member in the National Institute of Certified Estate Planners and Christian Financial Professionals Network. Stephen is married and has 3 children. They reside in Short Hills, New Jersey. He serves as a Deacon at Trust In God Baptist Church in New York City.

**These awards are based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients