Consolidated Financial Management - Rochester (MI)

Carolyn Heineman Ive been working with Zhang Financial for about 20 years now, and am extremely happy with the service and the performance of my investments. Im currently working with the team led by David Marshall and Kyle Mack, and am consistently impressed with their pleasantness, professionalism and responsiveness. I cant imagine it could be any better than this!

Migliore Family Frank Cherniawski of the Wealth Management Institute has been our financial advisor for over ten years now. Frank is honest, trustworthy, objective, and personable. He has guided us through numerous financial challenges (investment decisions, paying for college, starting a new business, tax situations, etc.) and has been instrumental in our retirement planning. I also appreciate the fact that Frank is independent and does not advocate for or represent a specific financial services company. We continue to refer Frank to our friends and family seeking assistance with their financial matters. I would highly recommend Frank to those looking for objective, independent, and thoughtful assistance with their financial planning and wealth management challenges.

Ivo Gasparotto Managing financial investments can be daunting and difficult! I am so grateful I work with Dennis to help us prepare for the future, navigate change, and stay sane when the road gets challenging. Dennis has supported us during difficult career transitions and makes financial decisions easier by laying out clear options, risks, and opportunities. He helped us structure our money in a way that makes sense for our lifestyle now and in the future. Dennis listens, asks the right questions, and ultimately understands our goals and how they change. He is flexible and can adapt our financial plan according to changing goals. Besides being a trustworthy expert in his field, Dennis is easy and fun to talk to! I highly recommend working with him.

Mary Sherman Roffe Hofmann is an excellent financial planner! He is not only a registered investment adviser but he knows how to explain things in a manner that is understandable and professional. I trust him explicitly!

Halsey Werlein Mark and Paige are the best! We host events for Greenline Retirement at Texas de Brazil in Ann Arbor and always look forward to seeing this group! They are very polite and interested in helping everyone achieve their retirement dreams! Highly recommend!