The Zhang Financial Team
Spearheaded by Charles Zhang and Lynn Chen-Zhang, Zhang Financial has built a significant reputation across the nation by regularly ranking on lists of the best financial planners in both Michigan and the U.S. Our Battle Creek office is conveniently situated at 70 West Michigan Avenue, Suite 100, where it’s easily accessible from various major highways, including I-94 and M-66, to serve residents of Battle Creek and other nearby communities in Calhoun County.
Why choose zhang financial?
Throughout more than two decades in the financial planning industry, we’ve separated ourselves from the competition with a strict fiduciary commitment to our Battle Creek clients. We work ardently to deliver the highest tier of service, ensuring that all advice given and decisions made are unaffected by outside influences and biases, such as proprietary financial products. Additionally, we operate exclusively as fee-only advisors in order to ensure that our clients understand what they’ll be paying from the very beginning, and our NAPFA (National Association of Personal Financial Advisors) registration ensures that our firm is consistently held to the highest industry standards.
When you choose to invest with Zhang Financial, you’ll reap the benefits of an open-architecture investment platform that grants our independent firm access to thousands of mutual funds, ETFs and more. Clients are also provided with a comprehensive financial planning approach that covers each element of the financial planning process, from tax planning to estate planning and beyond.
Expert Financial planners near battle creek
Our team of financial experts boasts an array of credentials that help identify Zhang Financial as Battle Creek, Michigan’s premier financial advisory firm. Certifications and other credentials held by Zhang Financial members include:
- NAPFA-registered Fee-Only CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified public accountant (CPA)
- Juris doctor (JD)
- Chartered Financial Analyst (CFA®)
- Chartered Financial Consultant (ChFC®)
- And much more
Maximize Your Investment with Zhang Financial
Comfortably located in the heart of Battle Creek, Zhang Financial is fully prepared to serve the residents of Calhoun County with unparalleled, fee-only financial planning services. Request a consultation online or call our Battle Creek location today at 269-965-0777 for more information.
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.
