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August 2024 by Carolyn Heineman
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!
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July 2024 by Jack Ruhl
Zhang Financial has been our financial advisor for over two decades. We are deeply grateful to them for guiding us to a comfortable retirement. The entire Zhang team is friendly, knowledgeable, and quick to respond to inquiries. We recommend them in the strongest possible terms.
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May 2024 by Ken VanEseltine
I met Charles years ago, concerned about having money to put my two children through college. Charles explained very well what I needed to do to meet my goals and I’ve worked with him up to and into my retirement. My spouse and I are now comfortably in retirement and my children are over 40 years old.
More than Charles himself, he’s built a firm with staff that is always friendly, helpful, and a joy to talk to. Highly recommended.
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May 2024 by Barb VanEseltine
Charles Zang has been managing our financial matters for more than 20 years. Now retired, we are taking out money to live on. Nevertheless, we have more money now than we’ve put in. Charles and his team have been easy to work with and have always listened to our inputs.
Finding Zang Financial was probably our best retirement planning decision.
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April 2024 by Shaun Willis
Charles and Lynn Zhang have done amazing work for my family and business. In addition, the Zhangs have done exemplary work in the community assisting with and funding many non-profits and educational institutions. Kolby Smith has been excellent and highly attentive with personal accounts for my wife and I as well. Great crew!
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March 2024 by Elizabeth Garcia
Excellent group of Financial advisors! Their expertise, knowledge and personalized and friendly approach helped me reach my financial goals. I highly recommend their services to anyone seeking financial guidance and success!
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March 2024 by Frank Samples
After several disappointing experiences with other financial advisors we feel we have been very fortunate to have found Zhang. Long term returns have been very good, and the customer service has been outstanding. Kolby does a great job of addressing any financial concerns we have, and always responds promptly with advice or resources to resolve our issues. I'd give him 6 stars if they were available.
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February 2024 by Jane Liang
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.
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February 2024 by Richard Jeppesen
Years ago, I decided to seek a different wealth advisor. I sought an advisor that would invest the time to learn who I am, my immediate and future financial goals, and would always work for my benefit in growing and managing my portfolio. Zhang Financial was the firm I selected.
From the beginning, I have been delighted with Zhang Financial and my wealth advisor team, Levi Hendershott and Amanda Hartman. I meet with Levi and Amanda regularly to ask questions, review and confirm financial goals, and discuss potential future actions which will benefit my portfolio. They have always worked for my benefit which has led to very pleasing results in the growth of my portfolio.
Zhang Financial provides continual financial education and knowledge for its clients. Podcasts, Zoom lunch meetings, and client events provide current and historical data and insights regarding the markets. This information is valuable for me as I contemplate financial decisions.
I have and will continue to recommend Zhang Financial to friends and acquaintances.
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February 2024 by David Livermore
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.
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February 2024 by pamfam1
Giselle and Vyet are a great team and are very informative and so appreciated for their approachability and prompt responses! They are the very best Zhang has to offer!
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February 2024 by Al Strouse
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 !
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January 2024 by Kristina G
So happy with all of the personalized services that Zhang so readily provides. My consultant Giselle, always goes above and beyond! Highly recommend!
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January 2024 by Jennifer Niesen
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.
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January 2024 by John Liang
Zhang Financial is great, their advisors are knowledgeable and insightful and their staff is helpful. Fully endorse them!
