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Finance Advising reviews in Plainwell

  • 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.
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Financial Advisors in Plainwell

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