About William Mai
About William Mai
When it comes to addressing your challenges and goals, working with a financial professional is a critical decision. The foundation of my philosophy is based on helping you realize your financial goals and helping you protect those who depend on you. I'll strive to maintain a strong relationship with you through different life stages. Together we'll review your needs and goals and make adjustments as necessary. And I will provide you with insurance rates and other information on your various options, so we can determine together the most successful solutions to your financial challenges.
I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Saving for Education
Paying for your child’s education without sacrificing your retirement can be a difficult balancing act. State-sponsored 529 plans are investment vehicles that let you make tax-free deposits for your child's future college costs. These common ways to save serve as just one tax-smart option to get you started. We’ll explore the right options for you.
Exploring Financial Strategies
We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
Meet Our Professional Team
William Mai offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. William Mai offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255 For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
Check the background of this investment professional on FINRA’s BrokerCheck.