Chen Wealth Services in Columbus, OH is an independent full-service practice specializing in portfolio management and financial planning. With a focus on tax-conscious investing, their team of experts personally consult with clients to tailor hand-selected strategies to meet their financial goals.
As fiduciaries, Chen Wealth Services prioritizes providing products and services that best fit the individual needs of their clients. Established in 1962, they are part of Raymond James, a well-respected independent financial services company, offering a depth of resources to help clients make the most of their investment opportunities.
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