For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
About Yuen-Yee Chan Ma
About Yuen-Yee Chan Ma
Sometimes we all need guidance. And when it comes to finances, helping people plan for the future is my passion.
I love to volunteer at church and in the community. I frequently teach and give back by mentoring. I also love to travel all over the world.
I'm Most Proud Of: having a multi-generational team to best serve my clients and their loved ones.
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.
Living in Retirement
Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Meet Our Professional Team
- Property & Casualty: TX
- Variable Annuities: FL, MA, MD, TX
- Securities License: CA, FL, MA, MD, MN, NY, TX
- Variable Life Insurance: FL, MA, MD( CA License #0B41643)(TX License #706669)
- Fixed Annuities: FL, MA, MD(TX License #706669)
- Life Insurance: FL, MA, MD( CA License #0B41643)(TX License #706669)
Yuen-Yee Ma offers investment advisory services through Prudential Financial Planning Services (PFPS), a division of Pruco Securities, LLC (Pruco), pursuant to separate client agreement. Yuen-Yee Ma offers insurance and securities products and services as a registered principal of Pruco and an agent of issuing insurance companies. 1-800-778-2255. Yuen-Yee Ma is not acting as a financial planner and does not offer financial planning services.
My compensation may be based on a combination of fees and commissions. NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on our services and 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.