Edward Jones - Financial Advisor: William D Potthoff - St Clair (MI)

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!

Christina Fuhrmann I have had mixed experiences so far. I had to call both the dealership and them a few times just to be able to start payments on my car. Good thing I did, because the payment was due in a matter of days by the time I figured out how to get into my account. Had I waited for them to contact me, I would have been late on my payment. However, the person I spoke with was extremely polite and pleasant and the website is working great now. Very easy to use.

Brian Sneed Amazing experience working with the portage office! Sharon and her team go above and beyond to make sure all their customers are well taken care of. If you are looking for any financial planning, or life insurance don’t hesitate to give them an opportunity to serve you!

Linda Linsea I do not normally make a review but Jill and the rest of the ladies at my branch have gone beyond being helpful and professional. As a business owner for over 50 years I appreciate people who are like me when it comes to perfection. Being correct in all things is the seed to success. Good job people! Special thanks to branch manager Jill Morton.

Amjad Quadri A community pillar that us ready to help anyone.

Bianca Uddin I can’t say enough good things about my experience with Tax Gurus ! Victoria is truly exceptional at what she does. From start to finish, she made the entire tax process seamless and stress free. She takes the time to cater to her clients’ unique needs, ensuring that every detail is handled with care and precision. Her expertise and professionalism gave me complete confidence, and I appreciate how effortless she made everything. If you’re looking for a knowledgeable and dedicated tax professional, I highly recommend her and her team! It was an added bonus to receive a brand new tv for filing !

jylnelle fearson I had an amazing experience from start to finish! From the moment I walked in, the staff was incredibly welcoming and attentive. They took the time to understand exactly what I needed and went above and beyond to make sure I was happy with the service. What really stood out to me was how personalized everything felt — I wasn’t just another customer, they truly cared about making my experience a great one. I left feeling completely satisfied and appreciated. Highly recommend to anyone looking for top-notch service with a personal touch!