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 they want to accomplish. Once the strategies are in place, I maintain open communication and conduct frequent, thorough reviews to ensure that plans continue to fit the needs and objectives of my clients.
I am honored to serve a variety of clients. I work with individual investors and multi-generational families to build and manage wealth. Many of my clients are also business owners, executives and sales professionals with complex financial needs.
I am passionate about helping people reach their goals and educating them along the way. I am proud of my clients’ accomplishments and feel privileged to help further their achievements.
I live a Family First philosophy and prioritize time with my wife and son. We enjoy traveling, spending time outdoors and boating. I am also devoted to community development and have served as a city commissioner and president of the Gaslight Village Business Association. Additionally, I am a vice chair of the Jewish Federation of Grand Rapids and continually support Junior Achievement.
If you are looking for a full-service, trusted financial partner, contact my office today.
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Intergenerational Planning
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Volunteering
- Snowboarding
Personal Interests
- Spending Time with Family
- Volunteering
- Snowboarding
Office Information
Phone Number
Chad E Zagel at (616) 233-9472Branch Team
- Linda Anderson
- Sr. Branch Office Administrator
- Billie Barszcz
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Linda Anderson
- Sr. Branch Office Administrator
- Billie Barszcz
- Sr. Branch Office Administrator
Branch Team
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