Patricia H. Chen, Financial Professional - New York Life
Why pick this one
Patricia H. Chen, a licensed insurance professional with 16 years of experience, offers personalized financial planning in Charlotte, North Carolina.
Best for
- personalized financial planning
- clients seeking investment options
- individuals needing life or long-term care insurance
Look elsewhere if
- looking for quick online quotes
- seeking basic insurance without personalized consultation
Specialties
- life insurance
- long-term care insurance
- investments
- annuities
Certifications
- licensed insurance professional
What makes them different
- serves clients in Charlotte, North Carolina
- offers services in Cantonese
- emphasizes personalized approach for clients
- Years in business
- 16
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 14819 Ballantyne Village Way Ste 1100, Charlotte, NC 28277
- Phone
- 9176576436
- Website
- https://www.newyorklife.com/agent/phchen
- phchen@ft.newyorklife.com
Services
- financial planning
- investment management
- retirement planning