Zhang Financial

5.0
34 reviews
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Business Details

5931 Oakland Drive, Portage, MI
49024, United States
(269) 385-5888
http://www.zhangfinancial.com
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About

Investment ServiceFinancial PlannerFinancial ConsultantFinancial Planning
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.

Details

  • Requires appointmentAvailable
  • Wheelchair accessible entranceAvailable

Location

Zhang Financial
5931 Oakland Drive, Portage, MI
49024, United States

Hours

Reviews

5.0
34 reviews
5 stars
34
4 stars
0
3 stars
0
2 stars
0
1 star
0
  • MW
    Mike Wise
    Feb 13, 2025
    5.0
    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 respected and Always rated #1.
  • KG
    Kristina G
    Jan 22, 2024
    5.0
    So happy with all of the personalized services that Zhang so readily provides. My consultant Giselle, always goes above and beyond! Highly recommend!
  • JF
    Julie Fell
    Nov 18, 2021
    5.0
    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!
  • JF
    Jeffrey Fell
    Nov 18, 2021
    5.0
    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
  • HF
    Harvey Fogel
    Feb 12, 2018
    5.0
    Our financial advisor is Zhang Financial. We started with Charles Zhang and his company in 2001. Due to the low cost, well diversified portfolio strategy that this firm adheres to we have had very good results with low overall cost. We have always found Charles and his firm’s employees to be highly professional and trustworthy. Zhang Financial’s fee only structure and the scale of assets under management insures access to the best financial products at the least cost. We have been very satisfied with our experience with this firm.
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Frequently Asked Questions About Zhang Financial

What types of financial services does Zhang Financial offer?

Zhang Financial is a fee-only advisory firm offering investment services, financial planning, and consulting with a fiduciary commitment as a member of NAPFA.

What does it mean that Zhang Financial is a fee-only advisory firm?

Fee-only means Zhang Financial does not receive commissions and charges clients directly for their financial advice, ensuring unbiased recommendations.