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Zhang Financial
- Portage, MI
About this business
Location details
5931 Oakland Drive, Portage, MI, 49024, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:30 p.m. | |
| Tue | 8:30 a.m. to 5:30 p.m. | |
| Wed | 8:30 a.m. to 5:30 p.m. | |
| Thu | 8:30 a.m. to 5:30 p.m. | |
| Fri | 8:30 a.m. to 5:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
thank you for the holydays gift. and thank you for taking care of our money.
Friendly people, every single interaction is not a requirement for something as "dry" as financial management. That said, it sure does improve the experience, and the folks at Zhang (shout out to Giselle and Brandon) have a customer service rating from me of 100%. There is no need to go into the financial/wealth management exceptionalism, as the data support their bona fides. With Zhang Financial on our team we sleep well at night.
Highly Recommended ! We are always impressed and feel very informed during our portfolio reviews with David Marshall and Joshua Walther. They are very thorough and knowledgeable as they explain the performance in detail and the reasoning behind their recommendations or changes. They always follow up with a written summary which includes our Goals, Assumptions, Changes and Recommendations to confirm items discussed during our appointment. Therefore its easy to understand exactly why the Zhang financial team is so highly respe... read more
Christine Lindberg is impeccable in her ability to align our goals and lifestyle when managing our investments with the Zhang team. She listens intently and ensures that we are well educated in all decisions and actions.
I've been working with Zhang Financial for about 20 years now, and am extremely happy with the service and the performance of my investments. I'm currently working with the team led by David Marshall and Kyle Mack, and am consistently impressed with their pleasantness, professionalism and responsiveness. I can't imagine it could be any better than this!
Frequently asked questions about Zhang Financial
How is Zhang Financial rated?
Zhang Financial has a 5 star rating with 43 reviews.
When is Zhang Financial open?
Zhang Financial is closed now. It will open at 8:30 a.m.
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