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Mary Wong Insurance mission is to guide people to a better financial future, today and tomorrow. We believe in asking questions because you know your dreams, goals and current financial situation.  We are guided by our mission to help you create the life you want to live, while protecting your loved ones and planning their financial legacy. By offering access to a diverse portfolio of insurance, retirement, savings, and wealth-building strategies, we provide options and choices to individuals from where they are to where they want to be.  We believe in you.  With information and knowledge, we believe you can map your future and take useful and doable action steps to achieve your goals. 

Who we are

Who we are

Your Life, Your Dreams — We’ll Help You Protect Both At Mary Wong Insurance, we believe you deserve to live life on your terms — confidently and without worry. Think of us as your partner in building a solid foundation for your future, with smart coverage options that let you focus on what truly matters. We’ll do the heavy lifting — researching and comparing health, travel, education, and life insurance plans — so you can make stress-free decisions about your future. Together, we’ll create a simple, workable plan that supports your goals, whether that’s buying your first home, paying for college, exploring new adventures, or enjoying retirement exactly the way […]

I was without medical and dental insurance and then we met Mary. She met with me and determined that I qualified for covered California. And the rate on the top-level Kaiser was lower than I could believe. Then she said I also could have top-notch dental insurance as well for a low monthly fee. She never charged me a cent for all this.  I Definitely recommend going to see Mary. I got very ill last month and I had the very best medical care imaginable. Thank god for Mary. !!!

Jim W.

I needed new healthcare coverage, emailed 4 brokers I didn’t know and Mary was the first to respond and was very helpful.  She was conversational and informative via emails until we met, then she helped me through the process with her expertise.  I got good coverage at a good rate, and having worked in customer service software, I know what a good user experience is all about.  Mary exceeded expectations.  I would definitely recommend her.  Andrew

Andrew W.