Roger Soo - Estate and Pension Planning Strategies



675 Third Ave, Suite 900
New York , NY 10017


646-898-3555 or 212 879-8989



Roger Soo

Roger Soo


Roger Soo specializes in estate and pension strategies who has represented the interests of his clients with integrity and a high degree of professionalism for over 30 years. His understanding of current tax law, and his ability to apply that understanding to his clients' goals and objectives, places Roger as a sought after financial professional.
Roger's success is largely the result of ongoing study, hard work and a dedication to providing his clients with financial products and services tailored to their unique and specific needs. But part of his success can also be attributed to his understanding of the obstacles high net worth individuals face when they relocate - as he did - to this country.
Roger's clients consist of his original customers - individuals who have grown to become some of New York's, and the country's, most successful businessmen and women - as well as a broad base of medical professionals.    He specializes in assisting his clients with financial and estate planning strategies that can potentially help them accumulate assets on a tax-favored basis, seek to reduce or eliminate income and estate taxes on those assets, and pass them on, in tact, to their families and heirs.
Over the years, Roger's circle of influence has grown to include a network of financial professionals who specialize in a wide range of financial services including banking, leasing, and tax and financial management* strategies. Through this network, Roger is able to offer his clients access to some of the top financial specialists in the country. His hard work has earned him membership in the Million Dollar Round Table** at Top of the Table status for several years. Membership in The Top of the Table has been achieved by less than two- tenths of 1 percent of the 350,000 professional life insurance producers worldwide and is based on sales criteria.
Roger's approach to life and to business, in his words, "I am committed to working hard every day to achieve excellence, both for my clients and for myself".

*Securities and investment advisory services are offered solely by Equity Services, Inc.

**Based on sales criteria.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck