Zhang Financial - Ann Arbor (MI)

Theresa Johnson If you are looking for a financial advisor, stop searching and make an appointment with Matt. He is the most thoughtful, caring professional you will find. Matt clearly has a passion for helping families with their financial future and he explains things in a way that is easy to understand. His genuine personality is such a blessing! In addition to this, Abbe his Branch Office Administrator, is equally as professional and kind. This team cant be beat!

Thomas Ensign When we retired, we rolled over our 401-k to Sapientia Wealth Management. We also sold our condo & moved to the west side of the state. We wanted to have some liquidity. Beth provided an investment strategy that provided both. She follows up with us and we receive a monthly print out of how our investment is doing.

David Mattison Ms. Sylvia Viers goes above and beyond to meet ALL my banking needs. Very professional and extremely present. Im truly grateful to bank with this credit union because of employees like her

Derrick VanderWall Brandon is spectacular to work with. Very knowledgeable about everything finance and investing. Brandon genuinely wants to set you up for long-term, financial success and security. Would highly recommend!

Mark Briggs I’m so grateful to Elise from Jacob’s Financial Services for her expertise and assistance. Elise cares about her clients and provides outstanding service.

Glenn Lovelady A pleasure to deal with both Tad and Rita. Honest and genuine people that I would highly recommend after many, many transactions.

Isaac Morales Josue at American Dream Financial is of great help Any time I need assistance, he is always right there to help. Whether it be for a simple question or a complex subject. He handles all of my accounting and payroll services and I would highly recommend him to any business big or small.

Coy Woodruff I STRONGLY RECOMMEND THIS COMPANY TO ANYONE WHO WANTS A TRUSTWORTHY TOTALLY HONEST AND A COMPLETELY POSITIVE EXPERIENCE.