Fineberg Wealth Management - Ann Arbor (MI)

5 /5 Lynn B.: I have worked with Fineberg Wealth Management for 13 years. Zachary is a true fiduciary, managing my portfolio with prudence and competence. He has helped me minimize tax exposure while consistently growing my assets. He has always been responsive to my needs, questions and directions. He is a knowledgeable advisor and I highly recommend his services.

5 /5 Eric W.: Working with Zac has been nothing short of transformative — his clear, practical guidance and ability to break complex decisions into manageable steps have given me both peace of mind and genuine confidence in my financial future. He listens carefully, tailors his advice to my goals, and helps me see opportunities I wouldn’t have spotted on my own.

5 /5 K S: I am so glad that I switched my financial portfolio over to Zac years ago. Prior to Zac, my approach had been entirely speculative driven by my ideas about good investing. Zac explained his approach which was more cautious than mine but a good bit more astute with respect to market behavior. As a result, I gradually made way more money than I ever did with my approach. And as an added bonus, Zac always factored in the tax consequences to reduce what I owed in taxes. Even my tax accountant is impressed with Zacs work. You wont regret working with Fineberg Wealth Management.

5 /5 absofacto: Theres no one Id rather have in my corner than Fineberg Wealth Management. Ive worked with Zachary for well over a decade and have felt the effects of his professionalism, honesty, skill and genuine care for me as a client every step of the way, through thick and thin. Im confident Ill be happily working with him my entire life, knowing my investments are extremely well taken care of!

5 /5 Karly Herron: Ive known Zac for over 20 years, and hes the kind of person that you can trust to really listen to your needs and help you reach your goals. Hes incredibly easy to talk to-- kind, reasonable, and extremely knowledgeable about wealth management. I can always count on Zac to answer the phone when I text or call and hes the first person I go to when I have questions about important financial issues. From a business owner who knows how scary it can be to trust someone with something really important in life (and money is pretty important), I can promise you that Zac will help you with whatever financial guidance you reach out to him for + beyond.