Pontiac Brokers - Waterford Township (MI)

Melodie Monahan Two years ago Arrowroot was recommended to me by a trusted friend, and Im so grateful for her suggestion. Dan Casey is generous with his time, trustworthy, kind, and clear. I couldnt ask for a better adviser regarding my investments.

adrienne knack Aleia MacDonald and the Advanced Wealth Strategies team are absolutely amazing. They are honest, hard-working, diligent...the list goes on. Advanced Wealth Strategies repeatedly shows how much they care about their clients - from follow-up emails to client appreciation events. Aleia treats every client with respect, patience, and kindness. I never hesitate to refer clients, family, and friends to this amazing team.

David S Just meet with Jeffery today to do my business and personal taxes. He has to be the best accountant in the St Clair Shores area. He pointed out several tax deductions I would have completely missed! I am very happy and would highly recommend this place to get your business and personal taxes done.

Debbie Jackson Best tax guy ever!!

Christi Graham I highly recommend Precise Financial Services for all your financial needs. I’ve come to her to get my 2018 and 2019 federal and state tax returns completed, and both times I’ve been satisfied. Sommer was not only very professional but also she was very knowledgeable in the field. She works hard to get you the maximum amount of money for your refund. She communicates promptly about your taxes and the status or any changes to them. I’ve dealt with many tax preparers in the past and I’m glad I finally found someone I can trust!!!!!

Adam Hahn Had a great car buying experience! Hassan and Sam were very courteous and accommodating, we are very satisfied with our purchase!

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!

GONZALO gomez This is my bank I like the fact that all atm are always working and never busy. And the staff inside are really friendly