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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 |
Charles Zhang, Lynn Zhang, and our outstanding team of Raymond and Preston have delivered truly world-class work for my wife and me over the past several years. Raymond and Preston’s communication is exceptional — clear, proactive, and always timely. Most importantly, they take the time to fully understand our entire financial picture and build thoughtful, comprehensive plans that align perfectly with our goals and our lives. We feel confident and secure knowing every aspect of our finances is being managed with genuine care... read more
We just finished our final 2025 planning meeting with the Zhang Team. Kolby, Emily and Eric could not be more pleasant to work with and we are EXTREMELY PLEASED with all that Zhang does for us.
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
Frequently asked questions about Zhang Financial
How is Zhang Financial rated?
Zhang Financial has a 5 star rating with 45 reviews.
When is Zhang Financial open?
Zhang Financial is closed now. It will open tomorrow at 8:30 a.m.
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