Financial Advising in Troy, MI
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3 locations found near Troy
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575 E Big Beaver Rd #290, Troy MI 48083
“In a short amount of time I have had to count on Danny to help navigate numerous health insurance questions and support and hands down Danny is the best. Always available, honest and straight to the point. Great experience. Thank you Danny.”
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1145 West Long Lake Road suite 301, Bloomfield Hills MI 48302
“Maintaining our Health, nurturing our family, and managing our wealth are paramount in our lives. We seek out top-notch doctors for our health and trustworthy contractors to build our dream homes. So, why not employ the best financial advisor for our wealth management? This is the reason I chose Zhang Financial. The president Charles Zhang and CEO Lynn Zhang have perfected a system that is not only efficient and productive, but also personal and enjoyable. Raymond Zhu and his assistant Jerry He are simply outstanding! In fact, everyone in the company we interact is very nice and helpful.”
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987 Wilshire Drive Ste A, Troy MI 48084
“Questions on investments, managing money, planning for retirement? Come to this location! Zoya was amazing to get us started with Charles Schwab. She walked us through the amounts of money we had in different accounts, what different investment funds we should consider, briefly discussed our future goals, and set us up with a financial advisor to further our investment strategy and plan. The Charles Schwab environment made us feel comfortable with the investment direction we are going in.”
