Chen Financial Group, LLC - San Mateo, California

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

Location of Chen Financial Group, LLC

6506310600

Chen Financial Group, LLC is a financial planning firm that can help you achieve your financial goals. They are located at Address: 1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402, United States. You can contact them by phone at Phone: 6506310600. Their website, Website: chenfinancial.com, provides more information about their services and team.

Chen Financial Group, LLC specializes in Financial planner. Their services include retirement planning, investment management, tax planning, and estate planning. They work with individuals, families, and small businesses to help them create a financial plan that meets their unique needs and goals.

Their office is wheelchair-accessible, with a wheelchair-accessible car park and entrance. They have toilets available and recommend making an appointment before visiting. According to Google My Business, they have received 8 reviews with an average opinion: 5/5.

Reviews of Chen Financial Group, LLC

Chen Financial Group, LLC - San Mateo, California

Bill Evans

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 Anderson

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 Bozzini

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 Vick

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 Cherok

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 Clark

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 Turner

5/5

Laura Bushman

5/5