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
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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.