Zhang Financial

Category: Investment service

Address: 5931 Oakland Dr, Portage, MI 49024, USA

Phone: +12693855888

Opening hours

Sunday: Closed

Monday: 9AM–5PM

Tuesday: 9AM–5PM

Wednesday: 9AM–5PM

Thursday: 9AM–5PM

Friday: 9AM–5PM

Saturday: Closed

Reviews

Julie Fell

Nov 18, 2021

I highly recommend Zhang Financial. Their holistic planning services and strategies have set me and my family up for long-term success. Kolby and his team are very hands on and communication is superb. Our results have been nothing short of incredible. Their professionalism and level of service is second to none. 5 stars!

Jeffrey Fell

Nov 18, 2021

I have been a client for a few years now and highly recommend Zhang Financial for comprehensive wealth management services. Kolby and his team address my needs in a very timely and professional manner. I have the upmost confidence in an organization who acts as a fiduciary, putting my interests ahead of their own. Thanks

Donna Marshall Moyer

Oct 13, 2021

I highly recommend Zhang Financial. Our previous advisor never reviewed or updated our investments. Dave and Charles regularly review our portfolio and make recommendations that are consistent with our investment goals.

Quang Nguyen

Apr 27, 2021

My wife and I have been with Zhang Financial for about 3 years and are very happy. Prior to that, we tried to manage our own portfolio without much success. We also been with other Financial Advisors with limited results. Zhang Financial has low fee, with sound and quality advice. Charles, Lynn and Kolby handle our finances and tax affairs with the utmost professionalism. We have complete trust and mutual respect in our relationship. Very glad to discover a very respected Financial service company right here in Michigan.

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Questions & Answers

Do you see new clients seeking Financial advise without handing whole portfolio to you..and what is your fee?Thanks.

R venkata Nagesh | Oct 28, 2020
Zhang Financial | Oct 28, 2020

The investment requirement for new clients of Zhang Financial is $1,000,000 in Michigan and $2,000,000 outside of Michigan. This minimum amount refers to cash, stocks, and various investment accounts available to be managed directly by Zhang Financial. Fee is 1% or less per year. Thank you!

What the minimum for opening an account.

Dave Tuttle | Oct 29, 2019
Levi Hendershott | Oct 29, 2019

It is $1 million in Michigan and $2 million out of state.

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