Financial Advising in Portage, MI

4 locations found near Portage

“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!”

5 Superb29 Reviews

“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.”

5 Superb3 Reviews

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