Zhang Financial 5931 Oakland Drive, Portage, MI 49024

"As I worked as an analyst on 401k for financial industry for a few years, I know a great financial advisor can really make a significant difference in your wealth management. After searching for years, I am grateful that I finally found Zhang Financial. I first met Charles and Lynn and were immensely impressed. They then introduced me to David and Skylar. All of them are knowledgeable, experienced, sharp, attentive, professional, caring, easy-going, and do everything they can to meet my needs and address my inquiries quickly. They are the best! Highly recommended."

"My only regret in moving my investments to Zhang’s oversight is that I didn’t do so much sooner. Because of their advisement, our investments are consistently ahead of market averages. That would be enough to make me a happy client but an added bonus is the exceptional accessibility, guidance, and responsiveness of my advisor, David Marshall. He gives me timely, sound advice and generously does so even beyond my investment accounts that are directly managed by Zhang. Despite us having recently relocated from MI to CA, we have no intention of seeking new financial counsel. I can’t recommend Zhang highly enough and I don’t post glowing reviews flippantly."

"The team has been really great. They are very personable, kind and very knowledgeable. The front desk people are accommodating and really focused on the client. Dave Marshall and Sylar Bus have been great to work with over the years. They have giving us some great advice and the results have been good for our long term investing goals. They also go beyond just the financial roles but provide recommendations in finding the right people to work with in setting up estates etc. They help us in setting up our charitable goals as well with some great information. I highly recommend the whole team !"

"My husband and I have been clients of Zhang Financial for several years now and highly recommend them for wealth management services. Our advisor, Dave Marshall, addresses my needs in a very timely and professional manner. He helps us identify short- and long-term goals for our financial life, making a plan to achieve our goals and then executing on the plan."

"Zhang Financial has exceeded our expectations on every level. In down years our investment losses have been minimized and we’ve experienced excellent returns in better years. The environment is friendly professionalism. We have attended entertaining, informative client meals each year. Calls are taken and questions answered. They are readily accessible. We highly recommend Zhang Financial."