Advanced Asset Management, LLC
www.aamllc.comWe help you develop wealthy habits and reduce financial stress. Work with Advanced Asset Management, 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) 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 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.
Read moreWe help you develop wealthy habits and reduce financial stress. Work with Advanced Asset Management, 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) 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 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.
Read moreCountry
State
Michigan
City (Headquarters)
Grandville
Employees
1-10
Founded
1997
Estimated Revenue
$10,000,000 to $50,000,000
Social
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Managing Partner / Owner
Email ****** @****.comPhone (***) ****-****Administrative Assistant
Email ****** @****.comPhone (***) ****-****Certified Financial Planner ( Tm ) - Fee - Only Financial Planner
Email ****** @****.comPhone (***) ****-****Wealth Advisor
Email ****** @****.comPhone (***) ****-****
Technologies
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