Zhang Financial
999 Vanderbilt Beach Rd | Suite 200 | Naples, FL, 34108Last time updated: 2/26/23, 3:49 AM
About
Located in Naples, FL, Zhang Financial offers comprehensive financial advice and education.
Zhang Financial in Naples, FL is a comprehensive fee-only wealth management group. Our services include financial planning, estate planning, investment management, and risk management. We employ financial advisors who are nationally recognized in publications such as Barron's, Worth, and Financial Times. Our client's assets are held by a third-party custodian such as LPL, the largest independent broker dealer in the industry, or TD Ameritrade, an industry leader in technology and client service. We are also registered with the National Association of Personal Financial Advisors (NAPFA).
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Frequently Asked Questions
Which days is Zhang Financial open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Zhang Financial specialties?
Financial or Legal Service, Financial Planning Consultants & Services, Financial Advising.
What are Zhang Financial main products?
ETFsAn EFT, or exchange traded fund, is a marketable security that tracks an index, a commodity, bonds, or a basket of assets like an index fund. Unlike mutual funds, an ETF trades like a common stock on a stock exchange.Dimensional Fund Advisors (DFA)Dimensional is a global investment manager dedicated to implementing the great ideas in finance.No-load mutual funds.
What are Zhang Financial main services?
Financial Position AnalysisProtection PlanningInvestment PlanningIncome Tax PlanningRetirement PlanningEstate PlanningEmployee Stock Option PlanningCollege Planning Retirement Planning401k403bProfit Sharing PlanDefined Benefit PlanSimple IRASEPRoth IRATraditional IRA.
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