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Zhang Financial

Zhang Financial in Portage, MI
1302 W Milham Avenue Portage, MI 49024, Portage, MI 490241206
(269) 385-5888

Contacts

Street address:
1302 W Milham Avenue Portage, MI 49024

City / suburb:
Portage

County:
Kalamazoo

State:
Michigan

ZIP code:
490241206

Phone:
(269) 385-5888 (Primary Phone)
(701) 004-9017 (Battle Creek Office)
(282 (81) 81) 004-9512 (Grand Rapids Office)
(888) 777-0126 (Toll Free)

E-mail:
czhangcfp@yahoo.com

GPS Longitude:
-85.6040802001953

GPS Latitude:
42.2300796508789

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 data
Estimated number of employees: 10 to 19
Annual sales estimate: 0
City / suburb: Portage, MI
County: Kalamazoo
Products

financial planning services, asset management, investment advisory services, retirement planning services

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More details about this business

According to our records, this business is located at 1302 W Milham Avenue Portage, MI 49024 in Portage (in Kalamazoo County), Michigan 490241206, the location GPS coordinates are: 42.2300796508789 (latitude), -85.6040802001953 (longitude). Zhang Financial is categorized under Financial Consultants. Current estimates show that the unit has a sales volume of $$2.5 to 5 million and staff of approximately 10 to 19 people. You can contact the company by phone at (269) 385-5888. Open from 8:30 am until 5:30 pm (Monday - Friday).
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Hours
Mon
8:30 am - 5:30 pm
Tue
8:30 am - 5:30 pm
Wed
8:30 am - 5:30 pm
Thu
8:30 am - 5:30 pm
Fri
8:30 am - 5:30 pm
Sat
Closed
Sun
Closed
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