Allied Integrated Wealth - Okemos (MI)

5 /5 Tammy VanHimbergen: My husband & I are very pleased with the services Zach provides us. He is extremely knowledgeable and very patient to explain different options for our long-term goals. He is always available for any questions or concerns we might have. We highly recommend Zack for all your financial needs.

5 /5 Maggie Peklo: We cannot say enough good things about our Zack —he is simply amazing. From the very beginning, he has provided thoughtful, personalized guidance that has helped us feel confident and secure in our financial future. His expertise, patience, and professionalism are unmatched. One of the biggest bonuses is that he also handles our taxes, which has made life so much easier. It’s such a relief to have someone we trust managing both our long-term planning and our yearly filings—he truly sees the full picture and ensures everything is aligned. He’s responsive, knowledgeable, and always goes the extra mile to explain things clearly and offer smart, strategic advice. It’s rare to find someone who combines technical skill with genuine care for their clients, and we feel incredibly lucky to be working with him. Highly, highly recommend!

5 /5 L H: Zach has been great to work with. He is very knowledgeable in his line of expertise and always a pleasure to work with. He is almost always available any time I call to answer my may questions. He is on time and ready to roll when I get to the office to met and discuss my estate planning. Zach is is able to break down the difficult parts of managing my estate and has worked out a specialized plan that will meet my unique needs and estate goals. I feel much more at ease with my retirement since Zach came up with a long term plan to reach all my financial goals. I am very glad I was referred to him by a friend who also thinks Zach is great at what he does. Thanks Zach for all you do!

5 /5 Megan Irish: I’ve worked with Zack for years and always appreciate how clearly he explains things and takes the time to help me feel confident about my finances. He regularly checks in and is quick to share updates or answer questions. He creates a space where I feel informed and supported. I trust his guidance completely and would recommend him to anyone—no matter where they are in their financial journey.

5 /5 Lynn Mcphee: My husband and I have worked with Zack for several years and have been more pleased. Zack is very knowledgeable, continuously monitors our plan, is proactive and offers comprehensive advice. I highly recommend Zack to anyone who is seeking a financial planner that is ethical, and is genuinely interested in his clients financial well-being.