This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Zhang Financial
- Investment Service
- Portage, MI
About this business
Specialties Zhang Financial is a fee-only advisory firm and a proud member of the National Association of Personal Financial Advisors, otherwise known as NAPFA. NAPFA members must adhere to demanding practice requirements including fee-only compensation, professional designations, continuing education, comprehensive planning, and fiduciary commitments.
Location details
5931 Oakland Dr, 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 |
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!
Zhang Financial has been our financial advisor for over two decades. We are deeply grateful to them for guiding us to a comfortable retirement. The entire Zhang team is friendly, knowledgeable, and quick to respond to inquiries. We recommend them in the strongest possible terms.
Zhang Financial has been our financial advisor for over two decades. We are deeply grateful to them for guiding us to a comfortable retirement. The entire Zhang team is friendly, knowledgeable, and quick to respond to inquiries. We recommend them in the strongest possible terms.
Frequently asked questions about Zhang Financial
How is Zhang Financial rated?
Zhang Financial has a 5 star rating with 41 reviews.
When is Zhang Financial open?
Zhang Financial is closed now. It will open tomorrow at 8:30 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com