Meet Annie

Financial Adviser, Financial Planner

Annie Chen

LUTCF®, FSCP®, BFA, CEPA, RICP®

Follow me

Contact info

Email:

anniechen@financialguide.com

Office:

Mobile:

Fax:

Other:

Focus areas

Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Financial Planning

Languages

English, Chinese-Cantonese, Chinese-Mandarin

Professional Story

What is the meaning of life?

I think it is how much impact you can bring to others, help others.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
My goal is to assist families and business owners building their financial freedom, live the lifestyle they desire. My personal goal is to become a lifetime resource for each and every client.

MM202611-311872

Check the background of this investment professional on FINRA's BrokerCheck

MassMutual Tri State

186 Wood Avenue South, Suite 301
Iselin, NJ 08830-2763

Connect with us 732-623-5700 732-623-5730 Get Directions

Check the background of this firm on FINRA's BrokerCheck.

Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC. Supervisory office: 186 Wood Avenue South, Suite 301, Iselin, NJ 08830-2763, Phone: 732-623-5700.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.