So wonderful that my financial firm is now close to home! I've been a client of Zhang Financial…read morefor many years. I have received better than benchmark returns with the lowest fee structure while staying in line with my overall financial needs. Long before I ever knew Charles and Lynn Zhang, 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'm receiving with Zhang Financial. My portfolio is routinely reviewed and refreshed. Any life changes, tax issues or legal trust issues that concern me are addressed. They house a talented team that proficiently handles all my account requirements. My needs are always the first priority. Zhang is a Fee-Only firm, meaning that the only fees taken are a percentage of your assets. That's what you should look for in a financial firm. Fee-Only firms are not the same as Fee-Based firms. Fee-Based firms can take a percentage of your money and are also allowed to get kickbacks from funds they put you in. A major conflict of interest. I've always been a stickler on fees, whether upfront fees or internal fund fees. Zhang provided me the lowest fees in both areas while best addressing my financial goals. One of the things that first impressed me when speaking to Charles was his ability to meticulously choose funds that run the lowest internal fees with the highest performance on returns. Throughout the years they have earned my respect and admiration. I have complete trust in them. Zhang Financial is the epitome of what a financial firm should be. Barron's and other reputable sources have made no mistake in putting Zhang Financial at the top of their list!

I have used several financial advisors since the late seventies. I was not satisfied with their…read moreservice, 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.

Professional broker service highly recommend this company been with them for 25 years Gary Manningread more

Questions on investments, managing money, planning for retirement? Come to this location!…read more Zoya was amazing to get us started with Charles Schwab. She walked us through the amounts of money we had in different accounts, what different investment funds we should consider, briefly discussed our future goals, and set us up with a financial advisor to further our investment strategy and plan. The Charles Schwab environment made us feel comfortable with the investment direction we are going in.

My husband and I are very happy with bloom advisers. They are super easy to get a hold of and work…read morewith your schedule. We have been working with them now for about five years. It's also a dun to attend some of the special events that they host for clients. Margaret and Sergio have been extremely helpful.

Always very friendly and knowledgeable. I recently opened an account there. My husband was in the…read morecar and unable to walk. The agent allowed me to take the paper work that needed his signature to the car with his drivers license. The transaction was very easy and simple transferring money from one credit to their credit union.

Evidently this is a marketing network that sells opportunities to local financial people. Many who…read moredo the seminars are not securities licensed...they are insurance salespeople. Why libraries and Chambers of Commerce allow these seminars in their locations and subliminally legitimize them is beyond me. These people are not accountants and do not have the licensing, education, or ability to discuss taxes. Don't waste your time. It's very close to fraudulent.

Attended a Taxes in Retirement seminar in East Lansing. False advertising. The seminar had very…read morelittle to do with taxes and was more like an Investing 101 seminar. Essentially Enlighten567 is a marketing firm. The seminars, offered by financial planners, are just a way to get in front of the public to get new clients. The presenter, in my seminar, couldn't answer basic questions about taxes in retirement. You're better off accepting a free dinner at a steak house and listening to a sales pitch. At least you get a free dinner.

Yes, I would recommend this company. I've been having to put my money in here from my work. I don't…read moreknow a darn thing about it. I got fired and I wanted my money and they gave me no problem at all. I just had to pay the taxes and they helped me all the way and now I can pay my bills. It was pleasant.

SCAM ALERT!!!! -$35 Fee per option contract auto liquitdation upon expiration! Position Balance…read morebased off min Bid instead of last sold... causing low liquidity options to show huge loses in your account. Cust service sucks. Min 2 weeks- 1 month + on EFT deposits. unless you setup direct deposit thats instant. Lots of stocks untradeable(restricted).

My wife and I had been seeking retirement and life insurance info, I get so many people hounding us…read moreabout these services as a small business owner, Dominic has made this a very simple process and I like that we meet on a regular basis to go over our changing needs.

From the owner: Financial Services Life Insurance…read moreInvestments Retirement Planning Group Benefits

Yeah, so these Vima guys just decided to expand from their flashy Big Beaver Location and move…read moretheir operation over into my neighborhood at SQ. Lake and Livernois at: 46 E. Square Lake Rd. and All of a sudden, the shabby old house that had a nail salon in it for the past 15 years, has a completely remodeled exterior with a fresh paint job, the sun breaks free from behind the clouds, the birds start chirping again, and my fridge has food in it! I don't know what kinda wizardry these guys are up to over there, but it's working for me! Thank you Vima for your neighborly presence here in Troy. The city needs that energy.I'd love to say that I had some sort of wealth for you to manage, but I'm working on that and I'll have to get back to you. Thank you! - Nathaniel Haselton, Haselton Media Group

From the owner: We specialize in holistic financial planning taking every aspect of your life into count to help…read moreyou reach your dreams!

Ken Wink and family are truly a blessing. All my financial needs have been met and I feel secure…read morethat when in need they will be there for me. It is a full comprehensive company.

I've been investing with Summit for over 10 years- I always receive honest and comprehensive…read morefinancial advice. Summit is a great family run company you can trust.