WOULD GIVE ZERO STARS IF I COULD! I would NOT recommend this place to anybody I care about. After…read moregoing in and meeting on not one, but two different days I was baffled at how little they care here. After arriving early I had waited 15 minutes past my appointment time without anybody coming over to greet me or let me know there may be a delay. As I saw them walking around the office. When speaking to a representative at my appointment I felt as though all she wanted to do was talk down on me for how much more information she knew regarding stocks. DO. NOT. GO. HERE!!!!!!

Top notch service! I was having issues depositing some money orders into my checking account…read morethrough the mobile app and stopped in the branch to see if they could help. The gentleman who helped me was so accomodating and patient with my request (since this branch is more for investment advice/ wealth management). Note: Any check deposits made here must go into your brokerage account. Then you'll have to move the money to your checking account online. Overall amazing, friendly, non-pretentious service. As a young professional/ investor just starting out I am so happy with the service Schwab offers. Staff here have the heart of a teacher and are so helpful. Thanks guys!

This company does a poor job of managing money. I would not recommend this company because of the…read morepoor financial performance of there recommendations and the double fees

Family Capital Management has done an amazing job managing my elderly mother's estate. The team is…read moregreat with communication, they check in often, they help coordinate with our CPA, the explanations and modeling are easy to follow. We feel very secure with our future.

These advisors were awful. We met with Tayler. She didn't tell us about any of the fees associated…read morewith the education fund or the IRA we set up. On the education fund, the fees ended up being about 5% of what we put in, which is incredibly high. On the IRA, there was a $110 annual fee that she never mentioned. When I let Tayler know that I felt like she hadn't been forthright with information about the fees, she essentially told me that we were putting so little money aside it would be laughable to assume that she was misleading us for financial reasons. It was really, really insulting, and caused us to choose to stop investing with WF. When we officially cut ties, Bill let us know that if we were to acquire liquid assets above $25k, they "would be happy to hear from you again." Again, super insulting. We might not have a ton of cash right now, but we're in our 20s and invest 12-15% of our income - Bill and Tayler lost 60 years of our business by being extremely rude to us. I will not do business with them again.

I cannot say enough good things about Rick at Masters Financial. He always takes the time to…read morereally listen to my wife and I and answers all of our questions. He is always working to find us the best options and will contact us about changes that can help us out.

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 love their personalized approach, their continuity, their insights and advice, and their…read moreconsistent execution of an agree-upon plan. It is amazing how many times "stick to the plan" has been to our benefit.