Xiao Chen

5.0 out of 5.0
Rating 5.0
(9 Reviews)
Financial Advisor
+1 (630) 705-1688
Clarendon Hills, IL
Chinese/Chinese (Mandarin)/English
Roth IRA Creation/Conversion Info Session

Smart Decisions, Smart Goals

At Transamerica Financial Advisors (TFA), your financial goals become our financial goals. Services that are typically reserved for the wealthy now become available to everyone, with a diverse selection of financial strategies, innovative technology, and the experience and knowledge to help move you toward your goals. Our trusted representatives help you confidently choose from a variety of investments that are best designed to align with your goals, and partner with you to create a clear strategy to help grow and preserve your wealth — no matter life’s changes. *Investing involves risk including the potential loss of principal.
TFA Financial Fundamentals
A guide on what you need to know in order to better plan for retirement.
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Creating Confidence

Whether you’re saving for a car, for college, for a wedding, or for retirement, TFA can help you craft a strategy.

Services Offered by Xiao

Insurance Protection

The most important part of preparing for the future is protecting it. As a TFA representative, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.

Retirement Income Strategies

The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a TFA representative, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.

Business Strategies

Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
Booking an appointment

Schedule a Complimentary, No Obligation Appointment with Xiao

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Client presentation

Our Success is Built on Yours

TFA empowers entrepreneurs to advance their practice and make a difference in the lives of clients through providing wealth and investment strategies. With access to our robust platform, diverse product portfolio, ongoing education and training, it's possible to build a holistic financial services practice. Whether you're new to this business or a seasoned professional, TFA is centered around fueling your growth as you build a legacy for yourself and help others do the same.

Frequently Asked Questions

Recent Reviews for Xiao Chen

Displaying reviews 1 - 5 of the 9 most recent
  • 5 out of 5
    Rating 5.0
    Xiao has been an invaluable resource for me and my husband. We were new to investing when we started working with him, and he was so patient and educated us on so many different options and strategies. He has continued to help us make incredibly smart and forward thinking financial decisions. Grateful to have found a financial advisor we trust!
    Response from Xiao Chen
    Thank you so much, Michelle & Richard! I’ve also enjoyed our planning conversations. I look forward to our life long professional relationship and of course, our friendship.
  • 5 out of 5
    Rating 5.0
    Great Professional Service. Knowledgeable and to the point in presenting products, patient with customers, prompt and responsive in client services.
    Response from Xiao Chen
    Thank you Gary!
  • 5 out of 5
    Rating 5.0
    Great and professional customers service!
    Response from Xiao Chen
    Thank you so much! Looking forward to continue serving your financial planning needs.
  • 5 out of 5
    Rating 5.0
    Xiao is more of a family friend at this point in our business relationship. He has gone above and beyond on countless occasions for our family. His investment advice is always on point, and our portfolio with him will be for life.
    Response from Xiao Chen
    Thank you so much Dean, the feeling is mutual, looking forward to this lifelong friendship
  • 5 out of 5
    Rating 5.0
    Professional and great services!
    Response from Xiao Chen
    Thank you Runhai, wish the family well!
  • 5 out of 5
    Rating 5.0
    Very knowledgeable, professional and friendly
    Response from Xiao Chen
    Thank you Dean!
  • 5 out of 5
    Rating 5.0
    Xiao is terrific. He always answers any questions I have, quickly. I sleep good at night knowing Xiao is managing my account. He made rolling over my accounts super easy. Now I can focus on other things in life with no worries about my IRA.
    Response from Xiao Chen
    Thank you Bryan! Looking forward to continue to grow your retirement assets.
  • 5 out of 5
    Rating 5.0
    Very knowledgeable and good service
    Response from Xiao Chen
    Thank you Sean!
  • 5 out of 5
    Rating 5.0
    Xiao's expertise and professionalism is off the chart! He took time to explain everything: the pros and the cons, the potential pitfalls, the fees... I became his client after attending his many free educational courses, this is the advisor I can trust.
    Response from Xiao Chen
    谢谢
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About Xiao's Office

Clarendon Hills, IL
Day of the WeekHours
MondayOpen 24 Hours
TuesdayOpen 24 Hours
WednesdayOpen 24 Hours
ThursdayOpen 24 Hours
FridayOpen 24 Hours
SaturdayOpen 24 Hours
SundayOpen 24 Hours