Mayflower Advisors
47yrs
Top advisor for experience at Mayflower Advisors
28yrs
Steve Ng
Financial advisor at Woodland Investment Consulting
At a glance
Experience28 years (since 1998)
How that compares ?Top 19% for experience in Boston
OfficeBoston, MA
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Woodland Investment Consulting
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2008 – nowWoodland Investment Consulting LLCCurrent firm
Questions to ask Steve
Tailored to Steve’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Steve
How do I contact Steve?
Call Woodland Investment Consulting at 6179394415 and ask for Steve Ng. Steve works from the Boston, MA office.
How long has Steve been a financial advisor?
Steve has been in the industry since 1998, about 28 years. Top 19% for experience in Boston.
What licenses does Steve hold?
Series 63. Tap any license on this page to see what it allows.
Is Steve a fiduciary?
Steve is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Steve paid?
Woodland Investment Consulting reports being paid by a percentage of the assets they manage. Ask Steve for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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