Jessie Fidler Absolutely anyone can benefit from a conversation with Samantha! After just one hour with her, I left with a solid budget, outlined financial goals, tips for tackling debt, and confidence that I would be on track in retirement.
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!
Laura Dyga Nathan Whipple and his staff are very professional and caring people - that is a hard combination to find these days. With the very unexpected and sudden passing of my Mother in 2020 - Nathan and Jennifer were extremly helpful. It was a very terrible time for the country - however Nathan and Jennifer went above and beyond the call of duty. I feel my fathers investment need are well taken care of and his finicial future is in trust worthy hands.
David VanderVeen We have been with Brian and his colleagues for 18 years. They are all very proficient in what they do. There advise and their management of our investment portfolio has been stellar. We enjoy reviewing our investments with them because they are friendly, professional and caring. Great group!
Robert Jones I have nothing but great things to say about Harvest Partners. Greg Genter is absolutely amazing to work with and has guided me throughout my financial journey this far. I highly recommend Greg and Harvest Partners for all your investment needs, the team is always on top of things and such a pleasure to work with.
Jeremy Rowland Mike is really professional, gives good direction explaining the advantages and disadvantages of the various investment opportunities. Highly recommended!
