About us
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.
Services we offer
Financial planning.
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He spent lots of time learning about us including our risk tolerance, our family, our needs for income and plans for the future including ultimately retirement. He always answered our questions and promptly returned our phone calls. He quickly responded to our needs for withdrawals.
He is absolutely honest and cares about his clients first and foremost. Our risk tolerance is low. The moderately conservative plan he constructed produced results that exceeded our expectations.
We feel so good about Charles that we recommended that both of our mothers retain him. I have recommended him repeatedly to my business partners. No wonder that Barron's rates him one of the top 25 advisors in the country.
My husband has been retired for the past fourteen years and has been enjoying every minute, this because of Charles guiding us through the retirement stages. I officially retired from working as a nurse for the past thirty years, as of today! I feel very confident that my husband and I will be taken care of financially in the future without any worries.
The staff has made my family feel as though they put our interests as priority and value our relationship. I
prefer to work with an advisor that does not charge commissions or tie my investments up with surrender fees. We
also really enjoy the educational seminars put on during the year. It is nice to get a chance to talk with other
Zhang clients. If you are considering finding an advisor I suggest you consider Zhang Financial.
I had cut an ad out of the Grand Rapids Press many years ago that Charles ran when he was associated with a well-known national investment company. When I got closer to retirement (fall 2007), I decided to contact Charles and see what he recommended versus other advisors I had talked to. After our meeting, my husband and I decided to move our investments to Zhang Financial because we felt they best focused on our needs.
We have met like-minded investors at Client Appreciation events held in Portage and Grand Rapids and have referred friends. We are pleased Zhang now has a Grand Rapids office that is closer to our home and would highly recommend this company.
Licensing
State Contractor License Requirements
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