Best Financial Advisors in Portage, MI

“After many years with Zhang Financial I have learned much more about investing, and thanks to Zhang Financial I have not had to worry about my investments in retirement.”

“They are spot on with their projections and she goes out of her way to make sure that we are well taken care of.”

“The way Tim cares for his clients and his integrity make everyday a positive experience.”

“We embark on a personal discovery process to uncover what's important so we can design a plan customized to address your deepest wants and needs. With academic research and financial science as the foundation, we build a plan that's the perfect fit, w...”

“Connor does a fantastic job of listening and meeting his clients where they are at and developing a financial plan that will fulfill his clients financial goals.”

“Unfortunately I had to choose another group because I was short of their minimums and needed face to face assistance.”

“Matthew Jarrell created this Web site to help medical professionals gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see ...”

“Very please with my choice to go to them for help.”

“Paul helped us when we were setting up our retirement investments, life insurance and Mi529 plan.”

“I think the one star is bogus spam and although I flagged it Google doesn't want to take it down.”