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 Besides having a set fee withdrawn quarterly, they use the Schwab platform and their well diversified investments outperform all their benchmarks.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

I have been with them for over 15 years and now have 4 rental units with them…read more They are professional, thorough, responsive. Absolutely five star service!

Attentive Easy to work with…read more Quick or immediate response time Best property managers that I have worked with They now handle 4 rental units for meb BB

Great location, easy parking, friendly staff, and Paul will greet you with smile. If you invest…read moreenough, you'll get a holiday card and a party every so often. Paul Carlson and his staff are sincere with their intentions, but Ameriprise fails to deliver on your investment in all areas - less then expected returns, fees, charges, and riders will literally wipe out expected gains. Example of this was contract language stating that returns are based on "Market Rates". Sounds great when the 2024 returns for the S&P 500 was 23%, NASDAQ at 29%, and the Dow Jones at 13%. So why did my investment only return 5% in 2024? Because Ameriprise's "market rate" is calculated differently and shame on me for making assumptions. You want to get out of a fund or a contract? Get ready to be surprised with charges and fees to do that. To their credit, it probably was in the 15 page legal document I had to sign. Hard to read Lawyer Language with my working class mind. Paul and staff simplified the lingo with nice words and working class language, but in the end, surprise surprise! Ameriprise - at this location and many others - is NOT a Fiduciary! Look that word up and only invest with people that are. Ameriprise people are Sales people and their commissions are their motivation to sell you a product that sounds good until you start using it. Again, Do not use Ameriprise! Go with better Fiduciary based investment companies like Zhang Financial, Charles Schwab, Blackrock, and others. Be sure to ask for a Fiduciary to represent you in your quest for competent Wealth Management toward, and in, retirement!

Refused to provide anything but the bare minimum of our requests after we terminated their…read moreservices. This lack of good-will on their part should be a warning to those who might consider their services.

They are always very helpful, I never wait in line for long the tellers are always courteous plus…read morethe place is clean.

They don't pick up their phones and their auto loan auto payment system doesn't work. They will set…read moreit up with you and after a year it will stop and if you try to set it up again it won't work

I normally do my taxes myself this year after doing them I had a large payment due to federal. I…read morecalled Marks office and chatted with someone I believe to be a receptionist as mark would need to call me back. I asked for a price as I just needed a review I honestly believe it was $50 but couldn't remember if it was $50 or $75 for a review. I sent Marks office all my paperwork and when he called me to let me know my FREE tax act online was right I asked what I owed him $200! I had my boss in my office so didn't feel comfortable trying to argue with Mark about his bait and switch tactics. When I emailed him to let him know I was appalled by the pricing and tactic he used on me he called himself a professional!! I cannot believe it's legal for a CPA to use bait and switch tactics!! BEWARE I'd suggest finding someone else...