Zhang Financial

Zhang Financial
5931 Oakland Dr
Portage, MI 49024

Phone Number: (269) 385-5888
Web Address: www.zhangfinancial.com

Zhang Financial in Portage, MI offers fee-only wealth management advising and education.
Located in Portage, MI, Zhang Financial is a fee-only wealth management group. As a proud member of the National Association of Personal Financial Advisors (NAPFA), we uphold a fiduciary standard, offer customized and unbiased financial advice, unsurpassed products, and first class service. Our services include asset management, 401k and pension rollovers and tax and estate planning. Our advisory team holds the most prestigious designations and credentials in the industry, and consists of Certified Financial Planners, a Certified Public Accountant, and an attorney.



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Interview Q&A What is your primary product or service?
Financial Position Analysis, Protection Planning, Investment Planning, Income Tax Planning, Retirement Planning, Estate Planning, Employee Stock Option Planning, College Planning Retirement Planning, 401k, 403b, Profit Sharing Plan, Defined Benefit Plan, Simple IRA, SEP, Roth IRA, Traditional IRA

Which areas do you service?
Portage MI

What are your hours of operation?
Mon-Fri 8:30 AM-5:30 PM