Private Capital Management

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).

UBS Financial Services Inc., a part of UBS, is a registered broker-dealer offering securities, trading, brokerage and related products and services. The firm offers an array of wealth management, retirement planning and estate planning services to individuals as well as businesses across the United States. It offers a list of professional portfolio management services as well as investment products, including stocks, bonds and mutual funds; hedge funds, managed futures funds and private equity funds; insurance and annuities and other specialty instruments. Additionally, UBS Financial Services Inc. provides investment research and consulting services to its clients to pursue their financial goals. It is a member of the SIPC (Securities Investor Protection Corporation) and FINRA (The Financial Industry Regulatory Authority).

Jomarc Financial Group Inc is a financial services firm based in Naples, FL, providing a range of financial planning and investment management services to individuals and businesses. With a team of experienced professionals, Jomarc Financial Group Inc offers personalized financial solutions tailored to meet the unique needs and goals of each client. Generated from their business information