We help you develop wealthy habits and reduce financial stress.
Work with AAM Financial Planning and Investments, LLC for four reasons:
1) Independent - we work for you, not for Wall Street. We provide recommendations without pressure to promote specific products.
2) Comprehensive - our philosophy is that financial success requires attention to not only investments but also identifying goals, budgeting, tax planning, debt management, insurance, estate planning, and ongoing monitoring.
3) Fiduciary - we do not accept commissions or referral fees for selling products. Instead, we provide objective advice for a reasonable fee paid directly by our clients.
4) Experienced - we have been helping clients achive their financial goals since 1997. Ron VanSurksum, Princial and Certified Financial Planner (tm) Practitioner and member of the Financial Planning Association.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 4555 Wilson Ave Sw,
- Phone
- +1 616 531 5220
- in****@****llc.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- aamllc.com
- HQ
- Grandville, MI
Aam Financial Planning And Investments, Llc Questions
Aam Financial Planning And Investments, Llc's helpline number is +1 616 531 5220
Aam Financial Planning And Investments, Llc's website is aamllc.com
Aam Financial Planning And Investments, Llc's LinkedIn profile is https://www.linkedin.com/company/advanced-asset-management-llc
Aam Financial Planning And Investments, Llc has
2 employees.
View email and phone details for 2
employees at Aam Financial Planning And Investments, Llc.
Aam Financial Planning And Investments, Llc's industry is
Financial Services
Aam Financial Planning And Investments, Llc's top competitors are
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Dealertrack Aax, Inc.,
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Redwood Tax Specialists.
Aam Financial Planning And Investments, Llc's support email address is info@aamllc.com
Aam Financial Planning And Investments, Llc's categories are Financial Services
Aam Financial Planning And Investments, Llc's founding year is 1997
