Financial Advisor Comparison Tool

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Financial advisor comparison tool

is your advisor the right one for you?

The Financial Advisor Comparison Tool, created by the National Association of Personal Financial Advisors (NAPFA), is a thorough questionnaire you can use to evaluate a financial advisor.

Please click the link for Zhang Financial's completed questionnaire:  
Zhang Financial Questionnaire

Zhang Financial

Zhang Financial

5931 Oakland Drive Portage, MI 49024
List of office locations
Email: clientservice@zhangfinancial.com | 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.