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9:00 AM - 5:00 PM
7900 Moorsbridge Rd, Portage
Financial Advising
“I have years of experience working with Connor Bauserman. Connor is a true professional and takes what he does very seriously. Connor does a fantastic job of listening and meeting his clients where they are at and developing a financial plan that will fulfill his clients financial goals.”
“Highly recommend Matt! He will get to know you and your family personally, and is invested in helping you understand and make decisions about your finances. He’s passionate about what he does and it shows!”
“Excellent services. So knowledgeable. Friendly staff. Totally professional. Has saved me lots of money. His service cost has saved me more in tax benefits because of his knowledge.”
Financial Advising
Financial Advising
Financial Advising
“Charles Zhang, Lynn Zhang, and our outstanding team of Raymond and Preston have delivered truly world-class work for my wife and me over the past several years. Raymond and Preston’s communication is exceptional — clear, proactive, and always timely. Most importantly, they take the time to fully understand our entire financial picture and build thoughtful, comprehensive plans that align perfectly with our goals and our lives. We feel confident and secure knowing every aspect of our finances is being managed with genuine care and attention to detail. They’ve become true partners in our financial journey, and we couldn’t recommend them more highly.”