Chen Financial Group, LLC - San Mateo, California

Address: 1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402.
Phone: 6506310600.
Website: chenfinancial.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Restroom, Appointments recommended.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Chen Financial Group, LLC

☎️6506310600

⏰ Open Hours of Chen Financial Group, LLC

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Chen Financial Group, LLC: Una Empresa de Planificación Financiera Confiable

La Chen Financial Group, LLC es una empresa de planificación financiera con sede en San Mateo, California, ubicada en 1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402. Con un teléfono 6506310600 y una página web chenfinancial.com, esta empresa ofrece servicios de planificación financiera personalizados para ayudar a sus clientes a alcanzar sus objetivos financieros.

Características y Especialidades

La Chen Financial Group, LLC se destaca por su enfoque en la planificación financiera a largo plazo, con un enfoque en la protección de sus clientes en tiempos de mercado volátiles. Sus especialidades incluyen:

Planificación financiera personalizada

Gestión de inversiones

Seguridad financiera

Ubicación y Accesibilidad

La empresa tiene una entrada y estacionamiento accesible para personas con discapacidad, lo que la hace ideal para aquellos que buscan una empresa con una cultura de accesibilidad y respeto. Los clientes también pueden hacer una cita recomendada para asegurarse de que reciban atención personalizada.

Opiniones y Reputación

Con 8 reviews en Google My Business, la Chen Financial Group, LLC ha demostrado ser una empresa confiable y efectiva. Los clientes han destacado su capacidad para planificar y ejecutar estrategias financieras sólidas, protegiéndolos de los riesgos del mercado y ayudándolos a alcanzar sus objetivos financieros.

Qué Puede Esperar de Chen Financial Group, LLC

Al trabajar con Chen Financial Group, LLC, los clientes pueden esperar:

Un enfoque personalizado en sus necesidades financieras

Estrategias de planificación financiera sólidas y efectivas

Protección contra los riesgos del mercado

* Accesibilidad y respeto para personas con discapacidad

Recomendación Final

Si estás buscando una empresa de planificación financiera confiable y especializada, la Chen Financial Group, LLC es la opción ideal. Visita su página web chenfinancial.com para obtener más información y programar una cita con Curtis Chen y su equipo. Estén seguro de que su futuro financiero estará en buenas manos con Chen Financial Group, LLC.

👍 Reviews of Chen Financial Group, LLC

Chen Financial Group, LLC - San Mateo, California

Bill E.

5/5

Curtis Chen and his team have been looking after our finances for over 20 years.
Three areas of importance for us:
1. Planing - Our children have an excellent start to adulthood. Both are now in very good Universities and we have the funds accounted for. This was a key priority for us in our very first meeting.
2. Results - We are financially stable because Curtis has made continuous adjustments to ensure we take advantage of a Bull market and are protected from a Bear market.
3. Trust - 20 years says it all.

Paul A.

5/5

Curtis and his team are absolutely incredible. I've been a business and personal finance client for 15+ years and the journey has been amazing. Curtis is trustworthy, detailed, hyper aware of the market, flexible, friendly and always accessible. I'm a creative business owner and it's been a pleasure to work with someone who can provide such well thought out, intelligent and creative guidance. Thanks Curtis!

Norma B.

5/5

Curtis Chen continues to be my advisor of many years. He has patiently explained my options and risks and benefits of those choices. He is very available for consultation and changes in plans. I have complete trust in his integrity in helping me with my financial decisions.

Ron V.

5/5

My experience with Curtis Chen has been great for many years. I would recommend him as a very honest, knowledgable, experienced and successful financial advisor. His advice has been very helpful and has contributed greatly to my financial success.

Ronald Vick

Nicole C.

5/5

Curtis is a wonderful financial advisor! I've been with him for 8 years, and he is trustworthy, smart, efficient, and courteous. I have had absolutely no complaints whatsoever.

Jim C.

5/5

We've been working with Curtis for over 20 years. It's been a fantastic partnership built on trust and results. We've referred many friends and family to his service and will continue to do so.

Robert T.

5/5

Laura B.

5/5