LPL Financial - Sterling Heights (MI)

Silliver Banks Everyone here is very friendly and professional, from the receptionist to the financial/tax advisors. My taxes were prepared in a very thorough and timely manner. I would definitely recommend Key Financial Solutions to my family and friends.

John Lockheed My experience with Dylan Kruathofer was extremely disappointing. From the beginning, communication was poor — I constantly had to follow up just to get basic updates, and when I did get a response, it often left me more confused than before. There was little guidance through the process, and I never felt like my concerns were taken seriously. Getting a home loan is already stressful, and instead of making things easier, working with Dylan only added more frustration. I was left feeling unsupported and misled, and I would not recommend him to anyone looking for a smooth and professional mortgage experience.

Tram Truong Bad service ever! They received my money to apply the medicaid but they didnt. They just promise and there is nothing. I need to call, send the message but no answer. The process took over 3 months and no result now.

A Benson We have been working with our advisor for over 20 years and have had great results. Keith Kozak is very trustworthy and conscientious about the financial goals of my family. He is very responsive and has great customer service and has never made us feel like a question or concern is beneath him. I 100% recommend Morgan Stanley to help manage your assets!

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!

Sam BoERSMas Excellent company and employees. Dan is very trustworthy and has your best interests in mind. He is also very responsive and helpful. I highly recommend working with him and the team!

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!

Nicholas Vander Veen Dan VandenBerg is the tax man to see. He has done mine for several years and I highly recommend his services. Staff is super friendly and knowledgeable.