我们希望为客户准备的是一个简单没有烦恼的规划。
我们关心的不只是客户的财务规划,
我们也在为客户打造成功的人生计划!
不论是投资理财贷款买房,退休规划、传承下一代的遗产规划、教育规划。
看到客户的资产可以稳定增长,其实我们比客户更满足。
泛宇集团 最大亚裔财富管理权威
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#华人美国通 #美国通 #美国投资 #美国地产 #美国税务 #美国贷款 #泛宇 #TransGlobal
美国泛宇集团TransGlobal Holding Company有超过30年的财务规划与管理经验,专门为美国亚裔社区服务。由创始人兼总裁胡正国先生 Philip Hu的远见,于2008-2009年全球金融风暴时期逆势而为,相较于其他金融公司都在收紧业务之际,总裁胡正国先生反而开始积极地扩展事业版图,于全美各州招募人才,广设分公司,于短短的数年间,服务范围由加州扩展至全美主要城市,包括加州、纽约州、乔志亚州、麻州、德州、伊利诺伊州、北卡罗来纳州、华盛顿州、夏威夷州、宾州以及关岛, 于上述商业发展蓬勃的13大州设立28+间分公司; 横跨美国东西岸, 都有美国泛宇集团的专业理财规划团队为您服务。
美国泛宇集团,于2015年在胡总裁前瞻性策略带领之下,整合旗下公司产品线,寿险、年金与投资理财等部门,增加资产管理、税务服务、住宅贷款、房屋地产、健康保险、商用保险等,打造全方位财务规划平台。提供最即时、最完整专业的一站式财富管理服务
美国泛宇集团旗下关系企业目前在美超过5000位合作独立经纪人,分布于全美各州与亚洲主要城市,期许给客户最好的服务品质并帮助客户完成最适合的财富规划。
TransGlobal Holding Company has over 30 years of experience in financial planning and management, aiming to serve the Asian communities in the U.S. With the vision of president and owner Philip Hu, the company excelled against the trend during the financial crisis from 2008 to 2009. While other financial companies tightened their businesses, President Philip Hu actively enlarged his business by recruiting nationwide talent and launching new branches. In just a few years, TransGlobal expanded beyond California to the East Coast, establishing branches in 25 major cities with vigorous growth that span 13 states, including California, New York, New Jersey, Massachusetts, Texas, Washington, Georgia, North Carolina, Illinois, Pennsylvania and Hawaii. From the West Coast to the East Coast, TransGlobal’s financial planning professionals are now better able to serve their clients.
Since 2015, President Philip Hu has implemented his innovative, progressive strategy, leading TransGlobal to integrate new product lines under the company, enlarging the group’s scope of service from life insurance, annuity, and financial management, to now encompassing mortgage financing, real estate, tax services, asset management, and health insurance. Recruiting the most talented industry professionals to create a well-rounded financial planning platform provides clients with the prompt, professional, and complete all-in-one wealth management service clients seek.
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