Financial Planning Services In the Lansing, MI Area
Top Financial Advisor in the Lansing Area
Over the span of more than three decades, Zhang Financial has developed a reputation as one of the premier financial advisory firms in Lansing and across the United States by providing unbiased, low-cost and fee-only services. The company’s founder and CEO, Charles Zhang, is the highest-ranked fee-only advisor in the nation by both Forbes and Barron’s.* If you live in the Lansing area and are interested in scheduling a consultation, we have an office located at 2198 Commons Parkway, Okemos, MI 49684. Contact the Zhang Financial Lansing office by telephone at 517-893-3988.
WHY WORK WITH THE #1 FINANCIAL ADVISOR IN THE LANSING AREA?
With more than $4.7 billion in assets under management,*² Zhang Financial takes pride in working without conflicts of interest from proprietary products 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 either in the custody of LPL, the largest independent broker dealer in the industry, Charles Schwab, the #1 custodian for independent advisors, or TD Ameritrade, an industry leader in technology and client service.
YOUR FINANCIAL PLANNER IN THE LANSING, MICHIGAN AREA
Our team is proud to possess a wide variety of credentials that set Zhang Financial apart from other financial planning firms in the Lansing, Michigan area. These credentials and certifications include:
- Certified Financial Planner™ (CFP®)
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA®)
- Chartered Financial Consultant (ChFC®)
Invest Smarter With Zhang Financial
If you are interested in professional financial guidance built around your best interests, contact the Zhang Financial Lansing office by telephone at 517-893-3988, or request a consultation online at www.zhangfinancial.com.
Put America's Top NAPFA-Registered Fee-Only Financial Advisors to work for you.
Request a Consultation:
5931 Oakland Drive Portage, MI 49024
List of office locations
Email: firstname.lastname@example.org | Toll-Free: 888-777-0126
Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.