Zeal Credit Union - Taylor (MI)

Dan Kaczanowski I’ve shopped many financial advisors in Grand Rapids. Zhang is no nonsense, straightforward, and no hidden fees. They take the time to explain, treat you like a unique person with your own level of risk tolerance and needs, and keep you informed. This is the way all financial advisors should operate.

Trent Chapman As a landlord for a small business, they are great!

Denise W Always friendly, informative and helpful.

Shaker Hites We are retired. Several, 10 years ago, we looked for 100% safe place to move money with the best return possible. Does that sentence seem possible? We found that, with James Moran (and Amie}. He has our total confidence. He understands our goals. He is lighting fast to respond, makes everything happen with least amount of hassle and as a bonus a nice, easy going fellow to interact with.

Rob LaFay We worked with Nancy Chin, who came highly recommended, and rightfully so! I cannot say enough about the great job she did! Every step of the way, she looked out for our best interests and communicated effectively. Her professionalism and wealth of knowledge are to be admired.

Corinne Ms Papas has been absolutely wonderful helping me get all the things I need for my Mother in Law making sure all of her medical needs are met and covered. Thank you Ms. Rebecca

Altesse Michèle-Colette 1976 Piccinelli ******************** P.de Paris Mulhouse FRANCE

Kay Harris I absolutely loved working with Dorethia Kelly! She knows her stuff and does a great job of helping you understand the financial information and lessons, why you need to change and HOW to implement the changes needed. All the information in the world doesnt mean anything if you don’t know how to apply it to your situation and benefit from it. For me, Dorethia did a good job of giving the information and making it applicable. She is very down-to-earth, and transparent which makes her relatable. Dorethia was very encouraging even during the hard conversations, which was so helpful and appreciated. I’m thankful to Dorethia for giving me the tools and the encouragement to help me on my financial journey, and even though Im not quite there yet, because of working with her and participating in her *MoneyChat Masterclass, I now know where I want to be and what I need to do to get there. Working with Dorethia was a great investment in myself and my financial future and I highly recommend her for anyone that needs coaching or help with their finances or their business.

Rosemind Taber Great tax service! He is efficient and super polite/professional.