Chen Financial Group, LLC
Business details
- Category
- Financial Services · Financial planner
- Address
- 1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402
- Phone
- (650) 631-0600
- Website
- chenfinancial.com
- County
- San Mateo County
Hours
- 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
About
Based in San Mateo, Chen Financial Group, LLC provides personal financial planning, investment guidance, trust and estate settling, insurance and tax planning for families across San Mateo County and the Peninsula. We tailor each plan to where a family is today and adjust it as their needs grow, from children's education funding to long-term investment strategy.
Many of our clients have worked with us for decades, and we take pride in the steady, individualized attention they tell us they receive. We guide families through difficult moments such as settling an estate, explaining each step clearly and keeping everyone informed along the way.
Our practice works just as well in person as it does by video, phone or email, so clients get the same responsiveness and careful advice wherever they are. We also coordinate with trusted tax professionals when a situation calls for it.
To start the conversation, book a prospective client call through our website.
Many of our clients have worked with us for decades, and we take pride in the steady, individualized attention they tell us they receive. We guide families through difficult moments such as settling an estate, explaining each step clearly and keeping everyone informed along the way.
Our practice works just as well in person as it does by video, phone or email, so clients get the same responsiveness and careful advice wherever they are. We also coordinate with trusted tax professionals when a situation calls for it.
To start the conversation, book a prospective client call through our website.