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 Besides having a set fee withdrawn quarterly, they use the Schwab platform and their well diversified investments outperform all their benchmarks.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

I reached out and he met with me the same day. I explained the mess I had, and he didn't bat an…read moreeye, just reassured me he'd take care my business. I'm looking forward to a lasting relationship.

From the owner: Quickbooks, Bookkeeping, Payroll, eCommerce, Cashflow. Outsource your bookkeeping headaches and…read moremove your business forward with Quickbooks Online. We offer flat fee pricing on all of our services so you can budget without any surprises. From Tiny to Medium Size Businesses, we can SAVE you $.

Called to inquire regarding tax services three weeks ago, was told information was taken down and…read moreJohn would be calling me back. Service may be good, follow-up is not.

I have gotten my taxes done here for the last few years and really like them. You can drop off your…read moreinfo or set up a meeting. Plus the price is much better than the big tax places. Highly recommended.

We have accounts with several banks and receive (or have received) other bank services (e.g.,…read moresecurity boxes, refinancing mortgages) through several more. We like this one best. And this branch, with its central location in town, is the one we prefer.

This location has a fantastic staff of tellers, and managers to serve the members…read more Very competent team proud to be a member.

When I retired, I decided that since I had all of this unclaimed time I could start figuring out my…read moreown federal and state taxes. I did the forms for three years. But, I had forgotten, after having had DFI do our taxes every year for decades, that convoluted tax instructions involving mathematics and I have never been on good speaking terms. So my mother, who has her taxes done at DFI as well, said, and I quote her, "Seriously. You're an idiot. Go back to DFI." So I did. And DFI, looking at the federal and state tax documents I had filed for the three years, as well as this past year's, found more than $7000 that we were due but I had completely overlooked. And so DFI filed amended documents for me. Seriously, is there better proof available that I am an idiot? Never again will I do my own taxes. Bonus! Because my mother referred us, she got $50 from DFI as a reward for making the referral.

Between my husband and I, we have been a client of Diversified for over 30 years. Things were…read morewonderful before our original preparer retired. Downhill from there. There have been mistakes during the last few years, and documentation going "missing" after it was received. This year they failed to file our returns, or file an extension. No response to calls, no updates. Beyond unethical, disorganized, and incompetent. Do not recommend.

A little bummed out with our experience. They forgot to send us our new client packet to fill out…read morewhen they said they would and we had to call a few times to remind them. Finally got our packet and our taxes done, was told we were all set and would see the tax refund in our account within 2-4 weeks. Time went by and nothing... we called for an update and they told us "oh we forgot to have you sign something".......frustrating. We signed the document and got the refund within days but should have had it sooner. They just sent us our bill, we called to discuss it and nobody answered. Left voicemails and still have not heard back. Overall, they seem disorganized and the communication is not great.

From the owner: We are a full service certified public accounting firm committed to providing accounting services…read moreof exceptional value and superior quality.