{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
9:00 AM - 5:00 PM
7900 Moorsbridge Rd, Portage
Financial Advising
“I have years of experience working with Connor Bauserman. Connor is a true professional and takes what he does very seriously. 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.”
8:30AM - 5PM
6784 S Westnedge Ave Suite D, Portage
Financial Advising
“Highly recommend Matt! He will get to know you and your family personally, and is invested in helping you understand and make decisions about your finances. He’s passionate about what he does and it shows!”
Financial Advising
Financial Advising
“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.”