Chen Wealth Services
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
175 1st St S Unit 406, Saint Petersburg,...Phone Number
(614) 398-2883Website
www.chenwealthservices.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Chen Wealth Services
Chen Wealth Services is an independent full-service financial advisory practice based in St. Petersburg, FL, specializing in portfolio management and financial planning. They cater to a diverse clientele, including business owners, endowments, families, healthcare professionals, retirees, and women investors, offering tailored solutions to meet their unique financial needs. The firm emphasizes tax-conscious investing and a fiduciary approach, ensuring that clients receive personalized strategies aligned with their financial goals. Established in 1962, they are affiliated with Raymond James and provide a range of services including retirement planning, estate management, and investment strategies.Explore more
Popular SearchesChen Wealth ServicesSIC Code 62,628NAICS Code 52,523Show more
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Revenue
Number of Employees
Type
Funding
Founded In
Chen Wealth Services
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2013
PL
Paul LaViolaManager, Wealth Certified Financial & Planner & Co-Founder & Fee-Only Advisor
Company Profile Activity
Activity Insights
Chen Wealth Services is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Chen Wealth Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Chen Wealth Services.
Chen Wealth Services Tech Stack
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Chen Wealth Services is an independent full-service financial advisory practice based in St. Petersburg, FL, specializing in portfolio management and financial planning. They cater to a diverse clientele, including business owners, endowments, families, healthcare professionals, retirees, and women investors, offering tailored solutions to meet the... Read More
