Surprised to see the other reviews. I have called customer service multiple times. The wait time is…read morealways short. Each representative has been pleasant, patient and answered all my questions. I didn't give 5 stars because one of the reps wasn't very knowlegeable, but overall a positive experience

Hides behind legalese. High fees. Not transparent. I have…read morejust pulled my money from them and would never use them again.

Fantastic customer service, Jamie and Lindsay took the time explain everything to me in a simple…read moreand easy to understand manner. They treat you like an actual person, not just someone from a list. Came to them from one of the other "big firm" financial advisors.. highly recommend scheduling an appointment with them!

From the owner: "Our family business has provided innovative and personalized financial planning for over 30 years…read more Let us help you realize your financial goals and achieve financial independence. All new clients will receive a complimentary financial health check with one of our licensed representatives. Book your appointment now by calling our office at 888-200-5954 ext. 1. Our staff is happy to assist with any questions you may have.” Securities and investment advisory services offered through Gradient Securities, LLC. Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through Synergy Financial Group. Synergy Financial Group is not affiliated with Gradient Securities, LLC.

Erik was very helpful and informative. His knowledge didn't stand in the way of explaining things…read moreso that I could understand them. Extremely comfortable asking questions and felt sufficiently informed which allowed me to make good decisions for my financial planning.

Great service, clean environment, professional, and outstanding customer service. Definitely the…read morevalue we were looking for.

From the owner: Trillium Financial Advisors offers complete professional service to your business. We are skilled…read morein many different types of businesses. Our goal is to build a relationship and trust with you. Some of what we have to offer is: Tax Return Preparation for Individuals, Tax Return Preparation for Businesses, Accounting, Payroll Services and Taxes, Business Valuation/Succession Planning, Business Advisory/Consultation, QuickBooks Support, Wealth Management and Investments.

It is hard to convey how fortunate and grateful my wife and I are in having found the incredible…read moreteam of people at Zhang Financial. Over my 45 years of investing, first via company managed 401K's, then by "retail" financial "advisors" of my choosing I reached out to Charles Zhang about 4 yrs. ago. After an initial call with Charles and his wife Lynn Chen-Zhang, they agreed to take us on as clients. Their team offers an outstanding balanced and complex understanding of the financial market's, strategizing of our personal goals and financial position and most of all a very empathetic, personal and introspective interaction with both my wife and myself. I swear, my wife and I turn to each other after every quarterly account review in disbelief at how incredibly fortunate we are to have their good and active counsel with our life nest egg. What a team! Thank you All! Charles Zhang has been ranked #1 in the nation on Barron's list of America's Top 100 Independent Wealth Advisors for 2024. This is the third year that he has been ranked #1; he previously received the distinction in 2023 and 2021*. He is currently the highest-ranking NAPFA-Registered Fee-Only Financial Advisor on the list.*. And has been named the #1 Financial Advisor in Michigan by Barron's for the past 13 consecutive years beginning in 2013 through 2025.* Lynn Chen-Zhang has been recognized as one of the nation's Top 100 Women Financial Advisors and #1 Female Financial Advisor in Michigan in 2014*.

After using for over 40 years a well known large advisement firm, I switched to Zhang after reading…read moretheir excellent reviews and top ratings in Forbes and Barrons. So glad I did. Besides having a set fee withdrawn quarterly, they use the Schwab platform and their well diversified investments outperform all their benchmarks. David Marshall CPA and Kyle Mack CFP, our advisors, always get back with answers to our questions in a timely manner. So happy to be a client of this firm and its wonderful advisors.

Responsive and helpful! They write for several insurance carriers so you're sure to find the best…read morerates for you.

From the owner: We proudly offer a wide variety of insurance to protect the things you care about most. Our…read moreinsurance solutions help individuals and businesses manage a wide range of risks and exposures encountered in today's challenging environment.