Cathay Wealth Management
Securities and Insurance Products are offered by LPL Financial
Whether you are seeking ways to meet your short-term or long-term financial goals, Cathay Wealth Management offers a wide variety of investments to help you work toward building assets and generating income.
Long-Term Care Insurance
Unlike traditional mainstream investment representatives, the experienced Financial Advisors at Cathay Wealth Management are fluent in Mandarin1, Cantonese1 and English. They are committed to helping all levels of investment customers meet their financial goals by providing sound and objective financial planning.
Contact one of our Financial Advisors today to find out how our wide variety of investment options may help you pursue your financial goals.
For further information, please call our toll free hotline at 1-877-7CATHAY (1-877-722-8429). Consult your tax advisor regarding tax consequences.
1Any non-English communications are a customer service accommodation. English-language documents and agreements will be controlling.
Cathay Wealth Management offers a wide range of investment products and services. Securities offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Cathay Bank and Cathay Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.