JW Insurance and Financial Services, Waltham, MA
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Financial Engineering

Helping You Preserve, Grow & Distribute your Wealth


Providing financial peace of mind

Here at JW Insurance & Financial Services, we understand your unique financial concerns and strive to help you get on a good track for your future. We aim to provide high quality services and navigate the path towards your goal. As our client, we love the role we get to play in your life and pride ourselves on helping you achieve financial peace of mind.

JW Values How It Works

Our Difference

Our Difference

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Not all financial service professionals are the same. As a member agent of The Nautilus Group®, a service of New York Life Insurance Company, Jing Wang is able to provide a range of legal and tax consultative services, present state-of-the-art planning strategies, and customized case analyses to meet each client’s unique requirement and sophisticated planning objectives. We are dedicated to meeting our clients’ needs with smart thinking, sound analysis, and experienced financial insight, achieving better understanding and peace of mind.

Provide High-Quality Services to Chinese Families

We provide high quality services and products to different kinds of individuals and families. And at the same time, we have years of experiences working with Chinese families, and provide Chinese families with bilingual services in every detail.

Customizable Solutions

We provide customizable solutions based on the understanding of clients’ needs.

Sustainable Relationship

We build sustainable relationships with clients, and work with them to figure out financial matters now and for the future.

Immediate Access

We can be reached at any time.

Our Founder


Meet Jing Wang, CLU®, M.S.

JW Insurance and Financial Services was founded by Jing Wang nearly two decades ago. She is a proud, long-time resident of the Boston Community, and has a passion for helping her friends and neighbors succeed. As a former engineer, Jing has a highly analytical approach with her clients, leaving no stone unturned with protecting and managing their finances.

Our Expertise

Services for Businesses
and Families

JW Insurance and Financial Services provides innovative, cutting-edge products and services to help you grow, protect, and conserve your wealth through every stage of life. Taking into account your needs, goals, and tolerance to risk, we will work with you to bring clarity to where you're going and how to get there.

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Where We Do Business

Where We Do Business

We are proud to serve clients in the states of CA, CT, DC, FL, MA, NH, NJ, NY, RI, TX, VA, WA, and GA.

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