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Zoellner Whole Financial Professional LLC

7655 Highland Road Suite 203,
Waterford, MI 48327
Phone:
  • 248 886 - 8190
Fax:
  • 248 886 - 8191

Contact Us

Please feel free to contact us with any questions.

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At Zoellner Whole Financial Professional LLC
Our Whole Focus is You!

Zoellner Whole Financial PLLC

My Biography

David R. Zoellner, Sr.   CEO / CIO

"Here at Zoellner Whole Financial, we allow all new Qualified Investors to open a relationship with our firm with NO MINIMUM INVESTMENT. We believe in giving qualified clients a chance to build trust and develop a relationship with us over time. " David R. Zoellner, Sr. -  Chief Executive Officer

We offer investments, strategies,and planning as a quality investment firm with the added benefit of Non-correlated investments for qualified and accredited investors only.

We have compiled a wealth of information in the form of newsletter articles, calculators, and research reports to assist you with your financial planning.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our staff is available to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, non-correlated investments and wealth preservation. Most important, we hope you see the value of working with skilled  professionals to pursue your financial goals with confidence.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn’t want you to miss any developments in the area of personal finance. Come experience what it's like to be a Zoellner Whole Financial client. Contact us today!

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck