Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Houston, TX area, Jeffrey Chen will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
What services does Jeffrey Chen provide as a Private Wealth Advisor?
Jeffrey Chen offers services including Family Finances, Retirement Planning Strategies, Saving for Education, Employee Stock Options, and Estate Planning Strategies.
Where is Jeffrey Chen's office located?
His office is located at 5151 San Felipe St, Ste 2100, Houston, TX 77056, USA.
What are the office hours for Jeffrey Chen's financial advisory services?
The office is open Monday through Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 1:00 PM. It is closed on weekends.
How can I schedule an appointment with Jeffrey Chen?
You can schedule an appointment by visiting his contact page at https://www.ameripriseadvisors.com/jeffrey.x.chen/contact or by calling +1 713-260-1350.
Does Jeffrey Chen offer online or onsite financial advisory services?
Yes, Jeffrey Chen offers both online appointments and onsite services to meet client needs.
What languages does Jeffrey Chen speak during consultations?
Jeffrey Chen conducts consultations in English.
How can I contact Jeffrey Chen via email?
You can email Jeffrey Chen at jeffrey.x.chen@ampf.com for inquiries or to request information.
Are there other Ameriprise Financial advisors near Jeffrey Chen's office?
Yes, there are several nearby Ameriprise Financial advisors including Norman Chu, Morris Browne, Mitchell Jacobs, and Kimberly Latimer, among others.
What nearby financial services can clients explore in the area?
Clients can explore financial services from Sutton, Sanford, Schantz Group, The Baldwin Group insurance agency, and several other Ameriprise advisors like Luis R Lopez and Chris Barratt.
Are there any notable nearby offices or services useful for clients visiting Jeffrey Chen?
Yes, besides financial services, nearby you can find legal services at Holman Fenwick Willan USA, LLP and corporate offices like Michael Page, allowing clients to address various professional needs in one area.