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Zhang Financial
Contacts
(701) 004-9017 (Battle Creek Office)
(282 (81) 81) 004-9512 (Grand Rapids Office)
(888) 777-0126 (Toll Free)
Business description
Financial Planning, Investment Management, Asset Mangagement, Investment Advisory Services and Retirement Planning Services
"The mission of Zhang Financial is to provide each of our clients with sound unbiased advice, excellent service, and unsurpassed products while acting in their best interest at all times." Zhang Financial sets a new standard for your finances. Established more than two decades ago, Zhang Financial has developed into a prominent industry leader while maintaining its client-centered focus. Managing more than $1.5 billion in client wealth*, Zhang Financial takes pride in working free from conflicts of interest, proprietary products, investment banking and other questionable business practices. We are committed to providing our clients with customized and unbiased financial advice, first class service and an open-architecture investment platform for a competitive price. Charles Zhang, CFP, one of America's Top 100 Financial Advisors by Barron's, Worth and Research Magazine, provides personalized investment recommendations to every client in our firm.** Your assets are in the safe custody of LPL, the largest independent broker dealer in the industry, or TD Ameritrade, an industry leader in technology and client service. *Includes discretionary assets, 401k/employee retirement plans and other assets as of 2/2012. **Rankings based on AUM, regulatory record and other factors. Visit www.wcorg.com for more information.
General information
- Business Services Professional Services Management Consulting Services Financial Consultants
| Estimated number of employees: | 10 to 19 | |
| Annual sales estimate: | 0 | |
| City / suburb: | Portage, MI | |
| County: | Kalamazoo |
financial planning services, asset management, investment advisory services, retirement planning services
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