Woodcrest Financial Group - Clinton Township (MI)

Claire Stewart When I used to think of financial planning, I pictured someone in a suit telling me where to put my stocks. But meeting with Matt Bowden at 2 Bird Wealth Management completely changed that perception. Matt is not only incredibly knowledgeable and professional—he’s also a fellow parent who genuinely cares about helping families build real financial freedom. In our first meeting, he spent nearly three hours with us, taking the time to understand our short-, mid-, and long-term goals. He helped us see that financial planning is so much more than just retirement—its about creating a plan that supports the life we want to live now and in the future. Matt is kind, patient, and never once made us feel rushed or overwhelmed. We left that first meeting feeling empowered, informed, and excited to start this journey. We’re so grateful to have found him and are really looking forward to working together!

Bob Brown Absolutely the best service you could imagine. I have been using their service since Jim purchased McMurray and have not had any bad experiences whatsoever. Always professional and very easy to work with. Never had an unanswered question. Highly recommend this company. Bob Brown

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!

Sydney Moorthy I had an amazing experience with Preet at Liberty Tax! I was able to get an appointment the very next day after I called, and she had my taxes done in less than an hour. Preet was incredibly friendly, knowledgeable, and efficient. She took the time to ask the right questions and helped me find deductions I didn’t even know I qualified for, which ended up saving me a lot on my taxes. I felt totally at ease working with her, and I’ll definitely be coming back next year. Highly recommend!

Romanczuk Family Our tax Advisor Kirsten does a great job. She explains all aspects of the tax preparation as well gives us sound advise on what to do for the following year. Kirsten has never let us down nor given advise that was not useful. We enjoy are yearly meeting knowing our tax preparations will be done correctly.

Terry Bailey Ive been a member here for 20 + yrs since they were in the little tiny church off of Ryan rd. (St. Cletus Credit Union)The ladies here are fantastic at what they do! All around great banking facility would not go anywhere else!!

Richard Schaut Joe and his Professional staff are Awesome! Get to know them and you’ll feel the same.