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      REVIEW SUMMARY

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      5
      2 Reviews
      Rate this business!
      First-classBetter than mostAbout what I expectedNot the worst...Disappointing
      John A.

      03/21/23

      Provided by Thryv

      Ron has a good, pragmatic perspective on all things financial.

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      Scott E.

      01/24/23

      Provided by Thryv

      Ron is great to work with. Relaxing atmosphere, no pressure. I am confident he has my best interests at heart and is a trusted and critical member of my financial team.

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      DETAILS
      General Info
      How are we different? Independent We work for you, not for Wall Street. We provide recommendations without pressure to promote specific products and AAM is a registered investment advisory firm. 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. We help you make better decisions in each of these areas. Fee-Only We do not accept commissions or referral fees for selling products. Instead, we provide objective advice for a reasonable fee paid directly by you. Experienced We have been helping clients achieve their financial goals since 1997. Ron VanSurksum, Managing Member, is a CERTIFIED FINANCIAL PLANNER professional, a member of the Financial Planning Association and the National Association of Professional Financial Advisors (NAPFA).
      Extra Phones

      Fax: 616-531-7773

      TollFree: 888-452-5220

      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Social Links
      Categories
      Financial Planning Consultants, Financial Services, Investment Securities, Mutual Funds, Stock & Bond Brokers
      Services/Products
        Investment AdvisoryFinancial AdvisorsAsset & Portfolio ManagementRetirement PlanningInvestment ResearchEscrow ServicesAsset ManagementTrust ManagementFinancial ManagementFinancial PlansMutual Funds
      Payment Options
      Accreditation

      NAPFA.org

      FPA.org

      CFP.org

      Associations
      Paladin Registry, Edelman Financial Network, Financial Planning Association, National Association of Personal Financial Advisors.
      Other Link

      www.aamllc.com

      Other Information

      Parking: Lot

      Certifications: Certified Financial Planner

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.