Zhang Financial

Reviews

• MW

  Mike Wise

  Feb 13, 2025
  5.0
  Highly Recommended ! We are always impressed and feel very informed during our portfolio reviews with David Marshall and Joshua Walther. They are very thorough and knowledgeable as they explain the performance in detail and the reasoning behind their recommendations or changes. They always follow up with a written summary which includes our Goals, Assumptions, Changes and Recommendations to confirm items discussed during our appointment. Therefore its easy to understand exactly why the Zhang financial team is so highly respected and Always rated #1.
• SW

  Shaun Willis

  Mar 27, 2024
  5.0
  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!
• JF

  Julie Fell

  Nov 18, 2021
  5.0
  I highly recommend Zhang Financial. Their holistic planning services and strategies have set me and my family up for long-term success. Kolby and his team are very hands on and communication is superb. Our results have been nothing short of incredible. Their professionalism and level of service is second to none. 5 stars!
• JF

  Jeffrey Fell

  Nov 18, 2021
  5.0
  I have been a client for a few years now and highly recommend Zhang Financial for comprehensive wealth management services. Kolby and his team address my needs in a very timely and professional manner. I have the upmost confidence in an organization who acts as a fiduciary, putting my interests ahead of their own. Thanks
• HF

  Harvey Fogel

  Feb 12, 2018
  5.0
  Our financial advisor is Zhang Financial. We started with Charles Zhang and his company in 2001. Due to the low cost, well diversified portfolio strategy that this firm adheres to we have had very good results with low overall cost. We have always found Charles and his firm’s employees to be highly professional and trustworthy. Zhang Financial’s fee only structure and the scale of assets under management insures access to the best financial products at the least cost. We have been very satisfied with our experience with this firm.