“I have worked with Jason Gong at Lifelong Wealth Management for over 10 years. I’ve stayed with him because he takes a personal, data-based approach to managing my retirement portfolio. I appreciate that he takes the time to get to know me and my personal preferences so he knows how best to invest for me. He doesn’t chase the latest money fad.Beyond money management, Jason has helped me with other financial advice like loan refinancing and retirement strategies. He responds quickly to my inquiries and makes me feel like I’m one of his top clients.“
“Trustworthy. Full of integrity. Personable. Experienced. Down to earth. Responsive. These are just some of the words to describe not only Damon Winter but his able assistant Mary. Cannot recommend this team high enough! We are very pleased and doing better than ever under Damon's excellent advice, guidance and skills.“
Financial Planners
Financial Planners
Financial Planners