Fortis Lux Financial
Helen Ma is a seasoned financial services professional with extensive experience in the industry. Currently at Fortis Lux Financial since June 2018, Helen has previously held significant roles, including Agency Recruiting Director at MassMutual Financial Group and Agency Sales Director at MetLife. Throughout these positions, Helen demonstrated a strong ability to recruit talent, develop marketing strategies, and offer a wide range of financial products and services tailored to high net worth families, businesses, and institutions. Helen earned a Bachelor's Degree in Management Science from Bernard Baruch College.
Fortis Lux Financial
Creative thinking is both an art and a science. When these two intersect we evolve old ideas into new ways of thinking and turn imagination into action. It’s through this collaborative, open architecture we aim to create a holistic financial process with a dedicated team assigned to meet your needs through the personal touch of a family-office atmosphere. In doing so, we pride ourselves on offering a personalized experience for each and every client we’re so honored to serve, with the intent to help solve problems, open doorways to opportunities, and offer ideas on how to use your resources to achieve your financial goals. We are licensed and registered to offer products and services in NJ, NY, CT. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact our offices for further information. Securities and investment advisory offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 420 Lexington Avenue, 25th Fl Suite 2510, New York, NY 10170. (212) 578-0300.