Plan for tomorrow today!
We have years of experience helping clients prepare for the unknowns while meeting their financial goals and making them financially successful. Ask us about:
As an independent financial services firm, we can invest in / access all financial products so we can bring the right products, right services and right strategy to you.
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Mark (Yongsheng) Xu received his MBA degree from University of MN in 2006, major in finance. Since then, Mr. Xu worked for US Bank, Wells Fargo, JP Morgan Chase, Fortress Investment Group and CITI Bank. With 14+ years of experience in financial service industry, Mr. Xu is an expert on capital market, especially U.S. and China capital market.
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We love our customers, so feel free to visit us or make appointment with us.
640 Freedom Business Center Dr. #100 King of Prussia, PA 19406
Phone: (302) 521- 5560 Fax: (302) 231- 7569
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | Closed | |
Sun | Closed |
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