Zhang Financial
About the Business
Located at 999 Vanderbilt Beach Road in Naples, Florida, Zhang Financial is a premier finance institution co-managed by renowned financial advisors Charles Zhang and Lynn Chen-Zhang. As members of NAPFA, Zhang Financial adheres to strict rules ensuring fee-only compensation and unbiased financial advice. The independent firm offers a unique open-architecture investment system, allowing for personalized guidance tailored to individual needs. With accolades in state and national rankings, Zhang Financial is a trusted source for financial planning. Contact their Florida office at 239-325-1826 for a consultation. Please note the minimum investment requirement of $1,000,000 in Michigan and $2,000,000 outside of Michigan. Trust Zhang Financial for expert wealth management advice.
Photos
Location & Phone number
999 Vanderbilt Beach Rd Suite 200, Naples, FL 34108, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Zhang Financial is a trusted partner. They are honest, professional and work for thier clients. I highly recommend Zhang Financial."
"We have been with Zhang for 7 years and they continue to out perform our expectations. They are very customer focused and everyone we have ever dealt with at Zhang are top notch professionals."
"Excellent level of service at a reasonable fee. Our results have been superior with this highly ethical and professional organization"
"My wife and I have been with Charles and Lynn Zhang since 2015. They handle the vast majority of our investments and also help with tax returns. The results achieved have been well above benchmarks every year. They, and the team of professionals with whom they work, are exceptionally accessible, courteous, and knowledgeable. They have our strongest recommendation."
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