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Finance Advising reviews in Fowlerville

  • A
    Zhang Financial
    Looking for the best in financial planning? I found him, Charles Zhang, at Zhang Financial. Charles is ranked among the top financial advisors in the nation and the firm he and his wife, Lynn, founded provides great customer service with a personal touch. No hidden fees. No commissions from products sold. Just great objective advice for those of us wanting long-term performance, tailored to their goals. I had cut an ad out of the Grand Rapids Press many years ago that Charles ran when he was associated with a well-known national investment company. When I got closer to retirement (fall 2007), I decided to contact Charles and see what he recommended versus other advisors I had talked to. After our meeting, my husband and I decided to move our investments to Zhang Financial because we felt they best focused on our needs. We have met like-minded investors at Client Appreciation events held in Portage and Grand Rapids and have referred friends. We are pleased Zhang now has a Grand Rapids office that is closer to our home and would highly recommend this company.
    - Heidi R.
  • A
    Clear Strategy
    T.J. showed up on time in the morning, which is important to us.  I would like to also point out, more specifically, he came TO US!  We loved that personal touch and going out of his way to service his clients.  Everyone else we have worked with in the past has made us come into their office.  Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker.  We loved it.  Service like when doctors used to make house calls.  This is not done enough nowadays. He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand.  We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us. They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs! Clear Strategy was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
    - Doris P.
  • A
    Foresight Capital Management Advisors Inc
    We went through a proposal and a lengthy interview process and after careful reasoning we selected Foresight Investment Advisors. It is a very personalized service and they function as individual advisors as well. Each person who is in the plan has the opportunity to contact them with any questions they might have. I would highly recommend them.
    - Bradley D.
  • A
    POHL & ASSOC INC
    Over 20 years ago (1988) I asked a fellow employee if they knew any financial advisors and they referred me to Frank. I called his office and set the appointment. He even offered to come to my home during the evening to meet with my spouse and I to discuss my financial issues/concerns & goals. Our top goal was to get out of debt (credit cards, car loans, personal loans, etc.) It did not take long to see that he knew his stuff and that he was a professional that was practical and easy to understand. He collected my financial information (It was a bit odd at first because I was not accustomed to letting anyone see our personal financial data.. it was almost like getting a financial physical from a new doctor). We discussed several ideas for helping us reduce our expenses. At our second meeting we went to his office to review our information that he collected as a double check and to review our options. He had it all neatly spelled out in an easy to read and understand, one page spreadsheet layout where we could see our entire financial picture on one sheet of paper (that was an eye opener). This made it easy to see the impact of applying each of the financial options to our situation (This was so cool, almost like a financial video-game for numbers nerds like me). We made several decisions and Frank took care of all of the paper work which really helped make it all much easier. We have met with Frank once or twice each year to review our progress, taxes, etc. and update our future plans as changes impact them or we change our mind. Since our first meeting, Frank has been a great financial advisor with a no pressure, unbiased approach to products and services that really meet our objectives. I have never felt pressured or influenced to do what he recommends in any way. We have saved thousands of dollars over the years and have been debt free for over 15 years. Additionally, we have increased our financial position, have a great credit rating and am looking forward to retirement knowing exactly what we need to achieve it. I recommend Frank to anyone who asks about financial planning.
    - Tom M.
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Financial Advisors in Fowlerville

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