Craft

Zhang Financial

Zhang Financial Summary

Company Summary

Overview
Zhang Financial is a financial advisory firm that provides investment banking services. It offers tax, retirement, insurance, education, and estate planning solutions.
Type
Private
Status
Active
Founded
1991
HQ
Portage, MI, US | view all locations
Website
https://www.zhangfinancial.com/
Cybersecurity rating
Sectors

Key People

  • Charles Zhang

    Charles Zhang, Founder and President

  • Lynn Chen-Zhang

    Lynn Chen-Zhang, CEO & Chief Compliance Officer

  • Robert Mcdougall

    Robert Mcdougall, Vice President, Investment Strategy

  • David Marshall

    David Marshall, Vice President, Financial Planning and Private Client Services

    LocationsView all

    1 location detected

    • Portage, MI HQ

      United States

      1302 W Milham Ave

    Footer menu