en     ru     jp
 
 
    LOGIN HERE!  
Add privatebanking.com as a search provider to your browser  
 
Advanced Search  
Private Banking & Wealth Management search tool 
     
  Search entity  
 
 
Home
      
North America
      
USA
      
Michigan
      
Grandville
      
Private Equity
      
Advanced Asset Management, LLC
       
 
Back
 
   
Review Avg.
Reviews: 0
 
Contact Page
Additional information
Write Review
Browse Review

 
Additional information
 
Advanced Asset Management, LLC
 
 
Overview: 

Advanced Asset Management is an independent, financial planning and investment management firm in the Greater Grand Rapids area of Western Michigan. Ronald J. VanSurksum, CFP(R) is a fee-only advisor and  does not accept commissions or compensation of any kind based on the solutions recommended. I am an advisor, not a salesman.  (One investment adviser representative of Advanced Asset Management does have an insurance license and may receive commissions.)

My Mission is to help you Plan for your goals, Manage your resources and Maximize your financial potential.

How am I different?

   Independent – I work for you, not for Wall Street. I provide recommendations without pressure to promote specific products and AAM is  registered investment advisory firm.
   Comprehensive – my 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. I help you make better decisions in each of these areas.
   Fee-Only – I do not accept commissions or referral fees for selling products. Instead, I provide objective advice for a reasonable fee paid directly by you.
   Experienced – I 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).


 
 
Back
 
 

Privatebanking.com
Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.
    Privatebanking.com
   
  Read more  
 
Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
    Ascent Limited
   
  Read more  
 
 
Home News Library Newsletters Event Calendar Advertise About Contact FAQ
Privacy Policy     Terms of Service
 

©