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Chad Zagel, Financial Advisor

FINANCIAL ADVISOR
Chad E Zagel

CFP®, AAMS™
705 Bagley Avenue SE, East Grand Rapids, MI 49506opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

About Chad

I am a client-centric financial advisor who is dedicated to the comprehensive care of my clients and their loved ones. I help clients manage a range of major financial decisions and family objectives. In order to better serve my clients, I earned my CFP designation. As part of my meticulous management, I collaborate with CPAs, attorneys and other trusted professionals, always respecting confidentiality.

Using an established process that leverages proven financial principles, I build personalized financial strategies for my clients that are tailored to their goals. I begin with a systematic discovery process to understand who my clients are and what...

Work History

  • Edward JonesApril 2006 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Michigan-Ann ArborBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Snowboarding

Team Members

  • Linda Anderson
    Sr. Branch Office Administrator
  • Billie Barszcz
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(616) 233-9472

Fax

(877) 208-0666

Office Address

705 Bagley Avenue SE
East Grand Rapids, MI 49506opens in a new window

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