Financial consultant who helps individuals, families, as well as small to medium size businesses with finance related consultation, such as retirement planning, tax saving strategy, estate planning, qualified planning, business protection planning, etc. Lily has good experience with complex planning for people who have international background and have assets globally.
Specialties: Estate and business protection planning, especially with complex planning for international individuals and businesses. Connected with very experienced estate planning attorneys specialized in complex internation estate planning.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC.
California Insurance License # 0M04427
LQ Financial, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
California Insurance License #: 0M04427
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.