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Zhang Financial
- Investment Service
- Troy, MI
About this business
Specialties Zhang Financial is a fee-only advisory firm and a proud member of the National Association of Personal Financial Advisors, otherwise known as NAPFA. NAPFA members must adhere to demanding practice requirements including fee-only compensation, professional designations, continuing education, comprehensive planning, and fiduciary commitments.
Location details
101 W Big Beaver Rd 14th floor, Fl 14, Troy, MI, 48084, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:30 p.m. | |
| Tue | 8:30 a.m. to 5:30 p.m. | |
| Wed | 8:30 a.m. to 5:30 p.m. | |
| Thu | 8:30 a.m. to 5:30 p.m. | |
| Fri | 8:30 a.m. to 5:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Maintaining our Health, nurturing our family, and managing our wealth are paramount in our lives. We seek out top-notch doctors for our health and trustworthy contractors to build our dream homes. So, why not employ the best financial advisor for our wealth management? This is the reason I chose Zhang Financial. The president Charles Zhang and CEO Lynn Zhang have perfected a system that is not only efficient and productive, but also personal and enjoyable. Raymond Zhu and his assistant Jerry He are simply outstanding! In fac... read more
I have used several financial advisors since the late seventies. I was not satisfied with their service, results, and fees until I became a client of Zhang Financial. Their service and results are excellent, an added bonus is their Fee-Only approach. Having a fee-only financial advisor is the best way to ensure your financial advisor is working with your best interests and that the fees collected will be transparent and straight forward. Previous advisors were more concerned with churning my accounts rather than working for ... read more
I've been a client of Zhang Financial for many years. I have received better than benchmark returns with the lowest fee structure while staying in line with my overall financial needs. Long before I ever knew Charles and Lynn Zhang, I had dealt with financial firms and banks in the metro Detroit area to handle my irrevocable trust and revocable trust. None have ever provided the level of all-round exceptional service that I'm receiving with Zhang Financial. My portfolio is routinely reviewed and refreshed. Any life changes, ... read more
Frequently asked questions about Zhang Financial
How is Zhang Financial rated?
Zhang Financial has a 5 star rating with 4 reviews.
When is Zhang Financial open?
Zhang Financial is closed now. It will open tomorrow at 8:30 a.m.
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