It is hard to convey how fortunate and grateful my wife and I are in having found the incredible…read moreteam of people at Zhang Financial. Over my 45 years of investing, first via company managed 401K's, then by "retail" financial "advisors" of my choosing I reached out to Charles Zhang about 4 yrs. ago. After an initial call with Charles and his wife Lynn Chen-Zhang, they agreed to take us on as clients. Their team offers an outstanding balanced and complex understanding of the financial market's, strategizing of our personal goals and financial position and most of all a very empathetic, personal and introspective interaction with both my wife and myself. I swear, my wife and I turn to each other after every quarterly account review in disbelief at how incredibly fortunate we are to have their good and active counsel with our life nest egg. What a team! Thank you All! Charles Zhang has been ranked #1 in the nation on Barron's list of America's Top 100 Independent Wealth Advisors for 2024. This is the third year that he has been ranked #1; he previously received the distinction in 2023 and 2021*. He is currently the highest-ranking NAPFA-Registered Fee-Only Financial Advisor on the list.*. And has been named the #1 Financial Advisor in Michigan by Barron's for the past 13 consecutive years beginning in 2013 through 2025.* Lynn Chen-Zhang has been recognized as one of the nation's Top 100 Women Financial Advisors and #1 Female Financial Advisor in Michigan in 2014*.

After using for over 40 years a well known large advisement firm, I switched to Zhang after reading…read moretheir excellent reviews and top ratings in Forbes and Barrons. So glad I did. Besides having a set fee withdrawn quarterly, they use the Schwab platform and their well diversified investments outperform all their benchmarks. David Marshall CPA and Kyle Mack CFP, our advisors, always get back with answers to our questions in a timely manner. So happy to be a client of this firm and its wonderful advisors.

Matt is great to work with and Lori in his office is an amazing help!! Someone who has your best…read moreinterest in mind is hard to find and Matt goes above and beyond for his clients

Knowledgeable and client-focused service! I would highly recommend Matt!read more

I have had the privilege of working with Sandy and her team for over 15 years as my financial…read moreadvisor. I am in a strong position financially because of her insights and knowledge and her willingness to meet me where I am no matter where I was financially. Sandy is one of the best advocates of helping people understand how they think of money and that helps you relax and exhale.

It is sad that Bruce Derby, husband of the owner, now has to send me intimating messages and demean…read moreme.

I don't like writing negative reviews..... But this experience needs to be communicated so you are…read morebetter informed to make better decisions. Here goes the story: Did a 10yr Annuity with Ameriprise and all the fees / conditions killed off any real returns. The contractual fine print is of course difficult to interpret, and the final straw was the "guarantee 6% minimum return or Market Rate" contract that became 6% SIMPLE interest (not compounded) and a very subjective definition of what "Market Rate" meant - certainly not in my favor. I could go on and on with all the negatives, but my Ameriprise "Advisor" was even a personal friend that recommended this Riversourse Rava 5 annuity fund. I went the 10yr required vesting time to avoid surrender charges and have now cashed out and invested with Fidelity w/ a Fiduciary advisor. The Riversource "Base Benefit" to determine your Annuity payout gained 5.3% per year. Note that it is short of the 6% minimum guarantee rate (and what happened to Market Rate gains?). It would have taken 17 years just to get my Principal back by going the Annuity payout route AND the money would still be locked up! The Surrender value over the 10yr period netted a gain of 1.76%. I have learned my lesson and never again with Ameriprise - personal friend or not! Sad story.

Awful awful awful customers service, Julie the receptionist is so angry mean....they don't get your…read moretaxes done in time....they don't return phone calls and they charge over 400 bucks on average. Do yourself a favor, go anywhere else. So sorry that we and our Dad gave Jerry so much business for so many years....

From the owner: A bail bondsperson acts as a surety and pays the bail amount in order to release the defendant…read moreprior to a hearing. Defendants are charged between 10 and 20 percent of the total bail amount, and in some cases, are required to sign over an item as collateral.

Horrible people to work for. They have no diversity there and treat the temps like they're just a…read morenumber after promising them to get hired in. They let go a CANCER PATIENT because she spoke up about being mistreated by ONE person who treats everyone there badly just because she has minority. Did everything they asked for and more and still got let go because when I was asked multiple times how the job was going I said good until 3 incidents happened with Stacey Sears where I was mistreated and made to feel less then. When I told my boss he said my job was safe then a week later he said HR told him to let me go because I spoke up and she is more important than I am. All I wanted was to be treated as nicely as I treated them but they only care about themselves. They say that the clients that don't pay them don't matter and have them listed from D clients (whom they say dont matter and they don't even bother with because they don't pay enough) and AAA clients whom they treat like they care because of the money. They have no respect for human decency and don't care that a coworker of there's yells at everyone even her own financial advisors on the AS&P team told me that she treats them that way and they just deal with it. I don't care how long someone has been at a job, respect should be a daily practice especially in a professional work place. They bragged about how much they loved me and how great of a job I was doing and how they wanted to extend my contract and extra year with NO BENEFITS. They do not care about taking care of people, they only care about themselves and that's exactly why that scandal years ago happened. Because they are only about protecting their image and numbers.

From the owner: A National Investment Firm With a Heritage of Client Service…read more   Wells Fargo Advisors is one of the nation's premier financial services firms. Its brokerage business is represented by more than 15,000 Financial Advisors nationwide and was born out of the Wells Fargo & Company's 2009 acquisition of Wachovia Corporation.   Our Deep Financial Services Roots Reach Back More Than 150 Years   Beginning in 1879, Wachovia Securities grew through mergers with some of the industry's most respected regional and national firms, including the 2007 acquisition of A.G. Edwards, Inc., by Wachovia Corporation. Throughout their histories, Wells Fargo Advisors' predecessors were known for exceptional service based on trust and knowledge and for corporate cultures that put client needs above all else.   A Non-Bank Affiliate of Wells Fargo & Company   Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest, strongest, and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, and 2011, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.