Company

Julia Hsiao Insurance & Financial Services

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  • Entrepreneur
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March 21, 2017

Julia Hsiao Insurance & Financial Services was founded by Julia Hsiao, J.D., LL.M., Financial Adviser in 1997. There are total 8 members in the team helping individuals and their families for their insurance & financial planning. In the past twenty years, the company has served more than 2000 clients/cases, asset under management on life insurance about $200M and on annuities / investment about $10M. Julia has utilized her extensive knowledge in the areas of estate conservation and wealth accumulation, team up with professionals as attorney & CPA, in providing transnational residents, high net worth clients and their family with trust planning & insurance and financial strategies. In addition, Julia organizes about 20 – 30 seminars per year, providing educational information on insurance, investment, retirement and long term care planning for the clients and communities.

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