Reviews for Lifelong Wealth Management

Jan 2024

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.
Nov 2023

My husband and I have worked with Jason Gong for years. He's always very responsive, and very clear when explaining our investment options. I couldn't recommend him enough!
Aug 2023

I have known Jason for a number of years and he has outperformed my expectations. He is easy to talk to and to get a hold of. He helped me plan for a successful retirement. He is a thoughtful, invested and a brilliant wealth manager. I highly recommend him and his Company, Lifelong Wealth Management.