Zen Wealth Management Group
Company

Zen Wealth Management Group

Accounting Ofc, United States 8 employees
Employees
8
Contacts
1
Emails
1

Zen Wealth Management Group Overview

Headquarters
Ofc, United States
Industry
Accounting
Employees
8
Founded
2008
Funding
,
NAICS
Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Offices of Certified Public Accountants
Tax Preparation Services

About Zen Wealth Management Group

Zen Wealth Management Group Inc provides accounting, tax preparation and financial planning services to individuals and small businesses of all sizes. We have four offices, with our main location in the Northcenter neighborhood of Chicago. My mission is to show my clients where their money is best positioned to maximize on their personal planning opportunities. I am not just another financial services firm claiming that I can grow your money better then the next guy down the street. I provide a wide range of solutions to a wide range of unique situations that I encounter. I am well versed in several advanced planning techniques and know what opportunities you are missing, where you could be saving, and what obstacles you may need to overcome. I know this, because I have had to deal with many of these challenges myself. I try to do my job relentlessly well and I want the chance to show you the level of service and knowledge you have been missing.

Zen Wealth Management Group Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage

Zen Wealth Management Group Org Chart

Sample employees and titles
Name Title Contact
Annie Lynch Operations Manager
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Juan Chavez, M.s. Tax Accountant with a Master’s
Email
Luis Ortega General Manager at Zen Wealth
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Employees by Management Level

Manager 2 profiles
Individual contributor 1 profile

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