My husband and I met with Colin to review our portfolio and make sure we were on track for…read moreretirement. His knowledge and expertise were invaluable, and the process was both reassuring and informative. I would highly recommend his services to anyone interested in preparing for the future.

My husband and I needed financial counseling as we prepare for retirement. We knew we didn't want…read moresomeone seeking to sell us products, so we wanted a fully independent source. In under 6 months, Colin's plan has put us on a very comfortable path. With his guidance, we paid off debt, reallocated funds, and developed a more-than-adequate retirement budget. His insights were incredibly helpful and his step-by-step plan was easy to follow. In addition, Colin treated us with professionalism and compassion as well as humor. 10/10 HIGHLY RECOMMEND!

I would rate the service and advice that received from Mike at 5 stars, but the way that he…read moresuddenly and with NO NOTICE NOR ANY EXPLANATION dismissed us from the practice I am only giving it 1 star. We had complete confidence in Mike and were expecting to have a long term relationship with this company providing us with financial advice. Instead, out of nowhere, Mike told us at the end of one meeting that neither he nor anyone else at the firm could provide services to us. So just like that we were left with no financial advisor!! For that reason I would suggest not getting involved with this firm -- you never know if they are going to spontaneously decide they no longer want your business.

I've used Korhorn for 15 years and received excellent service... until now. This year, they wanted…read moreto more than double their fee, charging me their corporate rate. I'm NOT a corporation. In addition, they wanted to file extension because I was "late" getting my information to them. I get final reports from my investments at the end of March every year, and it has never been an issue before. In addition, they wanted to have a different accountant prepare my taxes, as opposed to the person I've used all these years. Also, they are no longer allowing in-person meetings. I was to submit my information and pick it up my returns when notified. Korhorn claim they've been undercharging for many years. As they are financial planners, this doesn't reflect well their abilities. And it should be clear, I understand raising fees, but not more than doubling them. They told me I wouldn't be able to find anyone to do it cheaper. I not only found a firm that charges a reasonable price -- they prepared my taxes without filing an extension. I'm disappointed in Korhorn, and I feel they could have handled this better. They've lost my business and I've lost my confidence in them. This is my experience and my opinion only.

Peter is awesome, and I have recommended him to my family and friends. His recommendations are…read moresound, and have helped me save better. I have been impressed with what he has done with my portfolio. And he's a nice person :)

I think trustworthy and very responsive. I decided to discontinue after a year or so mainly because…read moreI couldn't view any changes/fluctuations online. Biggest factor in leaving was no communication on how funds were doing. Are they doing better, worse or the same as a non actively managed account? I never knew! The only regular updates I received were bills. In order to know any changes in your account you have to send an email and request specifically what you want. No regular, periodic emails sent showing status. Nope, just the bill. So I wish I could tell you if it was a benefit or not to have an actively managed account but I know less now on than I did previously. So overall kinda disappointing. I guess I assumed I would receive information on how my account was doing & hopefully better to justify the fee, but that just never happened. Nice and trustworthy guy but knowing how the account is doing is more important to me than having a 'nice guy' in my contact list. I'm honestly a bit bummed. The quest continues!

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.

Beware...there's something fishy going on at this Ameriprise office. They recently kicked my…read morefather's account to the curb (or, as they put it, 'transferred' to the corporate office in Minneapolis) with no warning, the sketchiest of explanations, and with nothing in writing. This wasn't a $25,000 account, it's a 7 figure account. As hard as I tried to understand and communicate patiently with this office, it just wasn't happening. I lodged a written complaint with Ameriprise corporate and a mediator followed up with a phone call. He agreed the circumstances were strange and not handled well, but ultimately, ' that was that.' My dad's account is now in a much more well-managed, professional, and friendly office. In the end, it took a ridiculously bad experience to get to a much better place. Do your homework before committing to Ameriprise in St. Joe. There are so many other better options.

Great service, clean environment, professional, and outstanding customer service. Definitely the…read morevalue we were looking for.

From the owner: Trillium Financial Advisors offers complete professional service to your business. We are skilled…read morein many different types of businesses. Our goal is to build a relationship and trust with you. Some of what we have to offer is: Tax Return Preparation for Individuals, Tax Return Preparation for Businesses, Accounting, Payroll Services and Taxes, Business Valuation/Succession Planning, Business Advisory/Consultation, QuickBooks Support, Wealth Management and Investments.