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.
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Verified contacts
7
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
57
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- LO
Luis Ortega
General Manager · General Business & Management
EmailPhone - SC
Sayda Camacho
Payroll Manager · Finance & Accounting
EmailPhone - EP
Eddie Patel
Tax & Retirement Mastermind · Other
EmailPhone - NC
Nicky Clegg
Accountant · Finance & Accounting
EmailPhone - AL
Annie Lynch
Office Manager and Customer Service Advocate · Other
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Zen Wealth Management Group
5 distinct titles indexed · top 5 shown.
- 1accountant
- 1general manager
- 1office manager and customer service advocate
- 1payroll manager
- 1tax & retirement mastermind
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