3 Best Gold IRA Investment Companies Near Me in Portage, MI – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Preferred Financial Group, LLC
ADDRESS: 2725 Airview Blvd Suite 204, Portage, MI 49002, United States
NUMBER: +1 269-978-6000
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – 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. – Kyle Ranney
REVIEW #2 – I have been working with Connor for years now. He is very professional and has been amazing at managing my investments. He is very prompt on deadlines and I highly recommend him. Call him today! – Josh Cary
REVIEW #3 – Worked with PFG for years and I’ve been nothing but happy with my experience. Was really impressed with my financial plan. Felt like it gave the direction I needed when it came to my money and my investments. – Nicole Bauserman
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Mercer Advisors – Portage
ADDRESS: 590 W Centre Ave, Portage, MI 49024, United States
NUMBER: +1 269-488-6900
DESCRIPTION FROM BUSINESS: Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others…
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Great team to work with and a wonderful commitment to Kalamazoo. I’d highly recommend them – Joel Pellowe
REVIEW #2 – Excellent service, they treat you right and are very knowledgeable in what they do. I won’t go anywhere else! – edward bloomberg
REVIEW #3 – Very knowledgeable, professional, helpful, understanding. Have done a great job for me. – Ardis Lielzuika
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
Zhang Financial
ADDRESS: 5931 Oakland Dr, Portage, MI 49024, United States
NUMBER: +1 269-385-5888
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Friendly people, every single interaction is not a requirement for something as “dry” as financial management. That said, it sure does improve the experience, and the folks at Zhang (shout out to Giselle and Brandon) have a customer service rating from me of 100%.
There is no need to go into the financial/wealth management exceptionalism, as the data support their bona fides. With Zhang Financial on our team we sleep well at night. – Randy Hermann
REVIEW #2 – 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. – Mike Wise
REVIEW #3 – As I worked as an analyst on 401k for financial industry for a few years, I know a great financial advisor can really make a significant difference in your wealth management. After searching for years, I am grateful that I finally found Zhang Financial. I first met Charles and Lynn and were immensely impressed. They then introduced me to David and Skylar. All of them are knowledgeable, experienced, sharp, attentive, professional, caring, easy-going, and do everything they can to meet my needs and address my inquiries quickly. They are the best! Highly recommended. – Jane Liang
REVIEW #4 – Zhang Financial has been our financial advisor for over two decades. We are deeply grateful to them for guiding us to a comfortable retirement. The entire Zhang team is friendly, knowledgeable, and quick to respond to inquiries. We recommend them in the strongest possible terms. – Jack Ruhl
REVIEW #5 – I’ve been working with Zhang Financial for about 20 years now, and am extremely happy with the service and the performance of my investments. I’m currently working with the team led by David Marshall and Kyle Mack, and am consistently impressed with their pleasantness, professionalism and responsiveness. I can’t imagine it could be any better than this! – Carolyn Heineman
REVIEW #6 – We just finished our final 2025 planning meeting with the Zhang Team. Kolby, Emily and Eric could not be more pleasant to work with and we are EXTREMELY PLEASED with all that Zhang does for us. – Tim Dunaj
REVIEW #7 – My only regret in moving my investments to Zhang’s oversight is that I didn’t do so much sooner. Because of their advisement, our investments are consistently ahead of market averages. That would be enough to make me a happy client but an added bonus is the exceptional accessibility, guidance, and responsiveness of my advisor, David Marshall. He gives me timely, sound advice and generously does so even beyond my investment accounts that are directly managed by Zhang. Despite us having recently relocated from MI to CA, we have no intention of seeking new financial counsel. I can’t recommend Zhang highly enough and I don’t post glowing reviews flippantly. – David Livermore
REVIEW #8 – Zhang Financial has exceeded our expectations on every level. In down years our investment losses have been minimized and we’ve experienced excellent returns in better years. The environment is friendly professionalism. We have attended entertaining, informative client meals each year. Calls are taken and questions answered. They are readily accessible. We highly recommend Zhang Financial. – Patti Slone
REVIEW #9 – My husband and I have been clients of Zhang Financial for several years now and highly recommend them for wealth management services. Our advisor, Dave Marshall, addresses my needs in a very timely and professional manner. He helps us identify short- and long-term goals for our financial life, making a plan to achieve our goals and then executing on the plan. – Jennifer Niesen
REVIEW #10 – My wife and I have been with Zhang Financial for about 3 years and are very happy. Prior to that, we tried to manage our own portfolio without much success. We also been with other Financial Advisors with limited results. Zhang Financial has low fee, with sound and quality advice. Charles, Lynn and Kolby handle our finances and tax affairs with the utmost professionalism. We have complete trust and mutual respect in our relationship. Very glad to discover a very respected Financial service company right here in Michigan. – Quang Nguyen
REVIEW #11 – I have been a client of Zhang Financial for several years now. I find Zhang Financial to be a truly amazing firm. First and foremost, my investment performance over the years has been outstanding. The cost is very low and extremely competitive. Charles and Lynn are kind, knowledgeable, professional, and their customer service is excellent. They value their clients and treat each individual with respect and genuine interest. They really treat us all as family members. That is how deeply they are concerned and devoted to the success of their immediate community. They are devoted to the larger community as well and have been substantial and transformative supporters of educational institutions and non-profits in Kalamazoo and nationwide. Zhang Financial, its fantastic staff, and Charles and Lynn have my highest recommendation. – Nick E
REVIEW #12 – The team has been really great. They are very personable, kind and very knowledgeable. The front desk people are accommodating and really focused on the client. Dave Marshall and Sylar Bus have been great to work with over the years. They have giving us some great advice and the results have been good for our long term investing goals. They also go beyond just the financial roles but provide recommendations in finding the right people to work with in setting up estates etc. They help us in setting up our charitable goals as well with some great information. I highly recommend the whole team ! – Al Strouse
REVIEW #13 – 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! – Shaun Willis
REVIEW #14 – After several disappointing experiences with other financial advisors we feel we have been very fortunate to have found Zhang. Long term returns have been very good, and the customer service has been outstanding. Kolby does a great job of addressing any financial concerns we have, and always responds promptly with advice or resources to resolve our issues. I’d give him 6 stars if they were available. – Frank Samples
REVIEW #15 – Years ago, I decided to seek a different wealth advisor. I sought an advisor that would invest the time to learn who I am, my immediate and future financial goals, and would always work for my benefit in growing and managing my portfolio. Zhang Financial was the firm I selected.
From the beginning, I have been delighted with Zhang Financial and my wealth advisor team, Levi Hendershott and Amanda Hartman. I meet with Levi and Amanda regularly to ask questions, review and confirm financial goals, and discuss potential future actions which will benefit my portfolio. They have always worked for my benefit which has led to very pleasing results in the growth of my portfolio.
Zhang Financial provides continual financial education and knowledge for its clients. Podcasts, Zoom lunch meetings, and client events provide current and historical data and insights regarding the markets. This information is valuable for me as I contemplate financial decisions.
I have and will continue to recommend Zhang Financial to friends and acquaintances. – Richard Jeppesen
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