Strategic Partnerships

MassMutual 

We are proud to be affiliated with MassMutual.  MassMutual is one of the largest mutual insurance company in the United States.

 

MML Investors Services

MML Investors Services 

MML Investors Services is a leading independent broker-dealer and registered investment adviser offering investment and wealth management solutions. 

MML Investors Services provide us with professional oversight of fee-based financial panning and investment advisory practices and access to investment managements programs and web-based "Wealth Management Solution". MML Investors Services is registered with the Securities and Exchange Commission as an "Investment Advisor". 

Chen & Associates Insurance Services

Chen & Associates Insurance Services is an independent insurance broker offers client the best possible protection for all of their insurance needs including but not limited to auto insurance, home insurance, business insurance, specialty insurance, health insurance. 

 

Our partnership with Chen & Associates Insurance Services ensure our client benefit from some of the best property and casualty insurance packages.  

 

Ash Brokerage

Ash Brokerage is an unaffiliated privately-owned family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through MassMutual or its subsidiaries. Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.

Contact Us

5885 Meadows Rd. Suite 850

Lake Oswego, OR 97035

(503) 542-9473

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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC Member SIPC (www.SIPC.org) Supervisory address: 5885 Meadows Road, Suite 850 Lake Oswego, Oregon 97035. (503) 221-1211. Chen & Associates Wealth Management, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.
 

Stanley Chen is licensed to sell insurance product to CA, OR, MA, MI, NY WA. CA Insurance License # 0K18843. Domiciled in OR. Stanley Chen is licensed to sell securities to CA, OR,. TX, NY, WA


We cannot communicate with, nor respond to requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business. Check the background of your financial professional on FINRA's BrokerCheck.

CRN202204-263392

 

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