Zhang Financial

Full information about company Establishment and finance "Zhang Financial" at 5931 Oakland Drive, Portage, MI 49024. You may find here reviews, address, phone number, website, work hours and etc.

Contacts

Address:
5931 Oakland Drive, Portage, MI 49024
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Phone number:
+1 269-385-5888

Website:
zhangfinancial.com

Categories:
Establishment   Finance  

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Working times

Monday 08:30am — 05:30pm
Tuesday 08:30am — 05:30pm
Wednesday 08:30am — 05:30pm
Thursday 08:30am — 05:30pm
Friday 08:30am — 05:30pm
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Reviews about Zhang Financial

  • Yolanda Ludington
    Jun, 05 2018
    ★ ★ ★ ★ ★
    Zhang Financial is excellence! I've been a client for eight years and have yet to be disappointed in any aspect of their services. I'm forever impressed with their high level of professionalism, impressive efficiency handling a wide-range of services, moral integrity, and genuine care for my needs, my family's needs, and their surrounding community's needs.

    Long before I ever knew Charles and Lynn 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 I've had with Zhang Financial.

    With Zhang Financial my investments are meticulously chosen for my needs and only for my needs. They are chosen with the lowest possible internal fees. My portfolio is reviewed and refreshed throughout the year. Strategies for tax purposes are addressed and implemented. Trust concerns are researched and addressed. This complete approach to all my needs continues to be handled with seamless efficiency.

    Charles and Lynn Zhang are a rare find - a dynamic duo. Throughout the years they have earned my respect and admiration. I have extraordinary trust in them.

    Zhang Financial is the epitome of what financial firm should be. Barron's and other reputable sources have made no mistake in putting Zhang Financial top on their list!
  • David Dawson
    Mar, 12 2018
    ★ ★ ★ ★ ★
    I have used several financial advisors since the late seventies. I was not satisfied with their service, results, and fees until I became a client of Zhang Financial. Their service and results are excellent, an added bonus is their Fee-Only approach. Having a fee-only financial advisor is the best way to ensure your financial advisor is working with your best interests and that the fees collected will be transparent and straight forward. Previous advisors were more concerned with churning my accounts rather than working for my benefit. I was so impressed with the products, people, and performance for my personal accounts that I had them manage my company's 401k as well. Zhang Financial is very honest and cost efficient. I am beyond pleased with their service. I have recommended Zhang Financial to family, friends, and clients.
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