Zhang Financial - Portage (MI)

5 /5 Carolyn Heineman: Ive been working with Zhang Financial for about 20 years now, and am extremely happy with the service and the performance of my investments. Im currently working with the team led by David Marshall and Kyle Mack, and am consistently impressed with their pleasantness, professionalism and responsiveness. I cant imagine it could be any better than this!

5 /5 Mike Wise: Highly Recommended ! We are always impressed and feel very informed during our portfolio reviews with David Marshall and Joshua Walther. They are very thorough and knowledgeable as they explain the performance in detail and the reasoning behind their recommendations or changes. They always follow up with a written summary which includes our Goals, Assumptions, Changes and Recommendations to confirm items discussed during our appointment. Therefore its easy to understand exactly why the Zhang financial team is so highly respected and Always rated #1.

5 /5 Jack Ruhl: Zhang Financial has been our financial advisor for over two decades. We are deeply grateful to them for guiding us to a comfortable retirement. The entire Zhang team is friendly, knowledgeable, and quick to respond to inquiries. We recommend them in the strongest possible terms.

5 /5 Jane Liang: As I worked as an analyst on 401k for financial industry for a few years, I know a great financial advisor can really make a significant difference in your wealth management. After searching for years, I am grateful that I finally found Zhang Financial. I first met Charles and Lynn and were immensely impressed. They then introduced me to David and Skylar. All of them are knowledgeable, experienced, sharp, attentive, professional, caring, easy-going, and do everything they can to meet my needs and address my inquiries quickly. They are the best! Highly recommended.

5 /5 Jennifer Niesen: My husband and I have been clients of Zhang Financial for several years now and highly recommend them for wealth management services. Our advisor, Dave Marshall, addresses my needs in a very timely and professional manner. He helps us identify short- and long-term goals for our financial life, making a plan to achieve our goals and then executing on the plan.