
Welcome to Jeung Agency — Your Trusted Partner in Financial Planning, Retirement, and Wealth Strategies
Jeung Agency is a 5-star Google-rated, independent financial services firm helping individuals, families, and business owners protect what matters and grow lasting wealth since 2011.
Founded by Stephen Jeung, a former Wealth Manager at Merrill Lynch with 25+ years of industry experience, our mission is simple:
Deliver personalized, transparent, and high-performance financial solutions that help you reach your long-term goals.
💼 What We Offer
Whether you're a teacher planning for retirement, a new parent seeking life insurance, or a business owner looking to preserve your legacy, our licensed professionals are here to guide you.
We specialize in:
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✅ 403(b) & 457(b) Rollovers
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✅ Fixed Index Annuities (FIA)
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✅ Indexed Universal Life (IUL)
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✅ Wealth Management & Retirement Income Strategies
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✅ Life Insurance for Families & Professionals
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✅ Estate & Business Planning
🔍 Why Choose Jeung Agency?
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🏛️ Independent & Unbiased — We work with 70+ top-rated financial institutions to find the right fit for you.
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👨👩👧 Client-First Approach — We take the time to understand your goals and customize every solution.
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📈 Data-Driven & Transparent — No fluff. Just clear strategies backed by performance and protection.
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🌟 Top-Rated Service — Hundreds of happy families and professionals trust Jeung Agency with their financial future.
ABOUT
JEUNG AGENCY
💼 What Makes Jeung Agency Stand Out
✅ 5-Star Google Rated
Trusted by hundreds of clients nationwide for service, transparency, and results.
✅ Virtual Appointments Available
Easy scheduling via Zoom or phone — work with us from anywhere in the U.S.
✅ Access to 70+ A+ Rated Financial Institutions
As an independent agency, we shop the best solutions from the top carriers — so you don’t have to.
✅ Licensed in All 50 States
Whether you’re in California, Texas, New York or anywhere in between, we’ve got you covered.
📋 Our Core Financial Services
🔐 Life Insurance Solutions
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Instant Approval Available
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No Medical Exam Options
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Indexed Universal Life (IUL)
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Term & Whole Life
💸 Retirement Planning
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403(b), 457(b), TSP, 401(k) Rollovers
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Traditional & Roth IRA
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Lifetime Income Planning
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Fixed Index Annuities (FIA)
📈 Wealth Management
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Investment & Brokerage Accounts
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Estate Planning Coordination
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Tax-Efficient Wealth Transfer Strategies
🏢 Business Financial Services
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Group Retirement Plans (401k, SEP, SIMPLE)
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Group Health & Life Insurance
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Executive Bonus & Key Person Coverage

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