Great service, good advice and they take time to work with youread more

From the owner: Build Your Wealth! At LS Wealth Management, our goal is to help clients create and build a…read moresuccessful portfolio that provides for retirement planning, such as creating and building a Roth IRA, as well as helping with general financial planning. As your trusted fiduciary, our wealth advisors focus on helping investors develop and implement intelligent and effective long-term investment strategies, customized to their personal life goals. Our financial planning firm can help you realize short-term and long-term financial goals. CEO Laura H. Stover has nearly two decades of experience assisting and educating individuals in the area of retirement planning and wealth preservation. Laura Stover and her team of expert financial planners can help your with of your investing & financial services.

They take complex financial planning and educate you first before laying out a recommendation…read more Heather creates detailed plans extremely customized to each person.

From the owner: Holistic Financial Planningread more

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.

I have been a client of this firm for 10 years now. I could not recommend anyone more than Don…read moreMeeker to handle investments and retirement planning. You certainly get a sense of what someone is about when they are handling your livelihood in terms of retirement savings. Don is patient, easy to understand, quite stable, very knowledgeable and has a wonderful outlook. He even has a sense of humor when appropriate. Looking for a place to start or park your current retirement account? This is a great one.

Don Meeker and the team at Edelman Financial Engines has been incredibly helpful in developing and…read moresupporting my financial plan. As a result, I am confident and comfortable in my future.