Media Newsroom of

Zoellner Whole Finanicial PLLC

7655 Highland Road, Ste 203
Waterford, Michigan - 48327 United States
Phone: 248.886.8190

Bespoke financial firm catering to high wealth clients

David R. Zoellner Sr. presents at Thomas Duke Company, regarding new service – tax deferment

Thomas Duke Company has a long standing reputation as a fine competitor and began in 1880 in Detroit. Now as a fifth generation operator, Duke's history of achievement is now beginning a new chapter.Zoellner Whole Financial PLLC is a disruptor…

Zoellner Whole Financial PLLC conducts seminars with GWG Holdings Inc., Megatel Homes & Blue Rock

David R. Zoellner Sr. CEO, Founder & Chief Investment Officer of Zoellner Whole Financial PLLC believes that by combining diversified durable income securities together in a strategy, investors can accomplish lower volatility for their overall portfolio and increase the currently…


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