Find top-rated Service Providers

Find Top-Rated Mattawan Financial Advisors

There are 6 top-rated financial advisors in your area and 37 to avoid.

After 20 years, it's now free to join.

  • More than 10 Million Verified Reviews
  • Nationwide Coverage
  • Trusted Ratings
Join Angie's List Now To see all 6 highly rated companies in Mattawan

Explore Our Solution Center for Helpful Financial Advisor Articles

Go to the article: 

How To Rent an Apartment with Bad Credit

.
Go to the article: 

5 Steps to Improve Your Credit Score

.
Go to the article: 

Weigh Your Options for Financing Your Medical Care

.

Recent Finance Advising Reviews in Mattawan

  • A
    Integrated Financial Planning
    I certainly would recommend him to anybody. I worked with him for over 20 years. Actually, it wasn't my money. I was a trustee for an estate for a fellow that had illness problems. His father asked me to be a trustee. So I worked with him for 20 years. His investment products have been excellent. I think there was like $90,000 invested and he came out with about $950,000 at the end. It was like you get 20 years of use and very nice living and the man managed to make money at the same time. He is a very, very nice fellow and easy to work with. He is knowledgeable in his craft. He has done an excellent job. He doesn't charge that much.
    - Leo K.
  • A
    Zhang Financial
    Spectacular. We had had bad luck with brokers from large firms. They sold us what made money for them despite poor returns for us. One cost us hundreds of thousands of dollars. A close friend recommended Charles. Our experience could not have been better. He spent lots of time learning about us including our risk tolerance, our family, our needs for income and plans for the future including ultimately retirement. He always answered our questions and promptly returned our phone calls. He quickly responded to our needs for withdrawals. He is absolutely honest and cares about his clients first and foremost. Our risk tolerance is low. The moderately conservative plan he constructed produced results that exceeded our expectations. We feel so good about Charles that we recommended that both of our mothers retain him. I have recommended him repeatedly to my business partners. No wonder that Barron's rates him one of the top 25 advisors in the country.
    - Mary H.
  • A
    Zhang Financial
    If you are looking for a financial advisor I would highly recommend that you interview Zhang Financial. The staff has made my family feel as though they put our interests as priority and value our relationship. I prefer to work with an advisor that does not charge commissions or tie my investments up with surrender fees. We also really enjoy the educational seminars put on during the year. It is nice to get a chance to talk with other Zhang clients. If you are considering finding an advisor I suggest you consider Zhang Financial.
    - Kai L.
  • A
    Zhang Financial
    Prior to my retirement from 30 years of teaching and the sale of my husband's business we researched and interviewed many financial advisors and made the decision to invest with Zhang Financial. We were impressed with the individualized financial plan that Charles and his team created for us. Charles and our Client Service Manager spent time reviewing and discussing the type of risk we are comfortable taking and tailored our investments to meet our needs. Charles also explained that he is a fee only advisor so there are no conflicts of interests and he is not limited on the products he can sell. We are confident Charles is only recommending investments that are in our best interest. We meet with Charles regularly to review our accounts and we speak with our Client Service Manager anytime we have questions. In addition, Zhang Financial holds an annual client event each fall which prompted me to write this review as we had concerns and fears regarding the election and the economy. Charles' presentation addressed all of our questions and those of other clients. We look forward to this event every year.
    - Sharon S.
  • A
    SANFORD FINANCIAL SVC
    They are very good   Quality of recommendations and such is quite good...follow up could be improved but is is decent.
    - Lowell R.
  • A
    Zhang Financial
    We met Charles Zhang in 1991 when he was first building his practice. My husband and I couldn't help to notice that Charles had such a passion and sincereity in helping us to realize what we needed to do to establish future goals to make our family successful and secure. My husband has been retired for the past fourteen years and has been enjoying every minute, this because of Charles guiding us through the retirement stages. I officially retired from working as a nurse for the past thirty years, as of today! I feel very confident that my husband and I will be taken care of financially in the future without any worries.
    - Lori V.
Join Angie's List to view provider's name.

Financial Advisors in Mattawan

Companies below are listed in alphabetical order.

To view top rated service providers along with reviews & ratings, JOIN ANGIE'S LIST NOW!