• 5931 Oakland Dr
  • Portage, Michigan, 49024
  • США
  • Тел:269-385-5888
  • Факс: ---.---.-----
  • Адреса:

Про нас

Опис

Zhang Financial sets a new standard for your finances. Established more than two decades ago,1 Zhang Financial has developed into a prominent industry leader while maintaining its client-centered focus. For the past four years, Charles Zhang, CFP®, has been consistently placed in the top 20 on Barron's list of America's Top 100 Independent Wealth Advisors and is currently the highest ranking fee-only NAPFA-Registered Financial Advisor on the list.*

With more than $2 billion in assets under advisement, which includes discretionary assets of $900,900,000,2 Zhang Financial takes pride in working without conflicts of interest, proprietary products, investment banking and other questionable business practices. We are committed to upholding a fiduciary standard, providing our clients with customized and unbiased financial advice, first class service and an open-architecture investment platform for a competitive price. Ranked as Michigan's #1 Financial Advisor,† Charles Zhang provides personalized investment recommendations to every client in our firm. Your assets are in the custody of LPL, the largest independent broker dealer in the industry, or TD Ameritrade, an industry leader in technology and client service.

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