Raymond James & Associates - Dearborn (MI)

cindy Awesome is the 1st word to come to mind. From there I would say professional, many years of experience, and knowledgeable in the world of finance. In the past I have invested my money into different financial companies. After the initial investment I never heard from them again. Until of-course I transferred my money to Compass Financial. Only then after 30 plus years of investing they were calling me in an attempt to keep my investment. Since Ive gone with Compass Financial Ive heard from them at Christmas, received pies for Thanksgiving and received candy for retirement. Once youve invested with them They will most definitely invest in you! Most importantly Matt explains everything in such a way that you will understand what is happening with your investment! He is prompt to answer any questions you may have. One thing that I found very impressive is there was no pressure put on us to invest w him. We went to one of his seminars (delicious meal). He said right up front "my plan may or may not work for you" "let me see what you have and Ill let you know what I can do for you" final decision was ours...no pressure. Highly recommend!

Hedi Carty Weve been with Cousino Wealth Advisors for many years. They have helped us feel confident in our decision to retire. They have done a fantastic job managing our account even during very difficult economic unrest. I would definitely recommend their services to my friends and family. They are incredibly knowledgeable and do a great job studying the financial landscape. I trust them completely. (This is not a paid for review)

gail vandusen Tom Durocher has been our financial advisor and broker for about 4 years. After my father passed away, I had some money to invest, primarily, to use for my grandchildrens education down the road. I turned to Tom for this task. My charge to him was to treat this money as if it were his grandmothers. He has done just that. Besides doing extremely well with my investment, he has become a confidential adviser and friend to us on many things ex:buy or lease a car, how to help and support my sister who was in financial stress, pay off a car loan or keep making payments, do we need long term-care, and most of all, a calming voice during great stress while we settled 3 messy estates. During that particular time he called us often just because he was concerned. He still calls to check on us and catch up which we really appreciate. Tom is wise beyond his years, and we trust him unconditionally. We feel very fortunate to have had him answer our random call to Merrill Lynch that day! If you out there are looking for an amazing financial agent, Tom is your guy!!

Cheryl Daly I have referred clients to Donna over the years, especially when they have retirement planning issues related to social security and/or tax planning. Very friendly and professional.

Aiden OConnor Very rude, cussed out by representative on the other line, wouldnt recommend. One person doesnt define their entire staff/service but it is definitely a bruise on them.

Jennifer Sabina Long term relationship with Scott and Bryan. Very trustworthy and has their clients best interest at heart! Its hard to find this nowadays. So I feel grateful for this trusted relationship!

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!

Cj S The smallest kindness makes the biggest impact. Monica Beard made a caring, helpful, impactful difference with my family today under a tight timeline to help us out. We are grateful to this "saucey" professional & her ladies for truly caring about customers, their situation, and for getting it done. Thank you!!! Bank local, you are more than a number.