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Finance Advising reviews in Portage

  • 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
    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
    Ameriprise Financial
    I was happy with their service and I liked my financial planner.
    - Sandra L.
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Financial Advisors in Portage

Companies below are listed in alphabetical order.

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