Financial management companies are mainly divided into:

1. Bank’s financial management center, wealth center and private bank. Usually they have a good reputation and serve high-end customers. The services provided include: financial products, value-added services, consulting services, and financial planning services.

2. Financial management center for securities firms, funds, and futures companies. The services provided include: securities consulting, fund sales, futures investment consulting, etc.

3. Financial management center for insurance companies and insurance intermediaries. Usually focuses on selling insurance products.

4. Third-party financial management companies. A financial services institution that sits between customers and financial institutions. Can provide comprehensive financial planning.

4. Some other companies run by individuals are extremely risky and their main business is stock speculation and commission collection.