Charles Schwab - East Lansing (MI)

Robert Hindelang Ryan Marier and Mike LoGrasso are competent Professionals who take their job as your financial advisor seriously & do a conscientious job. RH

Michael Korte Ken was a very nice guy and was great to work with. He knows a lot about investing and it shows.

Thaddeus C My wife and I have had nothing but great experiences from Autumn Financial. They helped us make clear, sensible goals, their customer service is always amazing, and they even pointed out an error that our accountant had made filing our taxes. Great company that has their clients best interests at heart.

Dan Martin When I was in my mid 20s, I met with Ron Wiser. I remember the laminated binder we went through, with a hypothetical rate of return, and I was inspired to begin saving for retirement. I was introduced to Wes and others from the Wiser team that helped get a plan in place. That was 20 years ago, and Im so thankful for this connection and their service along the way. I appreciate their commitment to our community, and being willing to help everyone, even those just getting started with savings. Thank you Wiser Financial!!

Yolanda Ludington Ive been a client of Zhang Financial for many years. I have received better than benchmark returns with the lowest fee structure while staying in line with my overall financial needs. Long before I ever knew Charles and Lynn Zhang, I had dealt with financial firms and banks in the metro Detroit area to handle my irrevocable trust and revocable trust. None have ever provided the level of all-round exceptional service that Im receiving with Zhang Financial. My portfolio is routinely reviewed and refreshed. Any life changes, tax issues or legal trust issues that concern me are addressed. They house a talented team that proficiently handles all my account requirements. My needs are always the first priority. Zhang is a Fee-Only firm, meaning that the only fees taken are a percentage of your assets. Thats what you should look for in a financial firm. Fee-Only firms are not the same as Fee-Based firms. Fee-Based firms can take a percentage of your money and are also allowed to get kickbacks from funds they put you in. A major conflict of interest. Ive always been a stickler on fees, whether upfront fees or internal fund fees. Zhang provided me the lowest fees in both areas while best addressing my financial goals. One of the things that first impressed me when speaking to Charles was his ability to meticulously choose funds that run the lowest internal fees with the highest performance on returns. Throughout the years they have earned my respect and admiration. I have complete trust in them. Zhang Financial is the epitome of what a financial firm should be. Barrons and other reputable sources have made no mistake in putting Zhang Financial at the top of their list!

Dorothy Najat Zaya is professional, prompt and friendly. She went over everything concerning my loan with me in great detail. Nothing was hidden. Najat made my loan process easy and short. Thank you Najat and CFCU.

Joseph Earl Hines II Amazing company and I’m glad I stopped in today!

Altesse Michèle-Colette 1976 Piccinelli ******************** P.de Paris Mulhouse FRANCE