Advanced Asset Management, LLC

www.aamllc.com

We 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.

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We 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.

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Country

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State

Michigan

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City (Headquarters)

Grandville

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Employees

1-10

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Founded

1997

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Estimated Revenue

$10,000,000 to $50,000,000

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Social

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Potential Decision Makers

  • Managing Partner / Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Administrative Assistant

    Email ****** @****.com
    Phone (***) ****-****
  • Certified Financial Planner ( Tm ) - Fee - Only Financial Planner

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****

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