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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).
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Reviews

John A.

03/21/2023

Provided by Thryv

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

Scott E.

01/24/2023

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.

More Business Info

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

Fax: 616-531-7773

TollFree: 888-452-5220

Services/Products
  • Investment Research
  • Retirement Planning
  • Financial Advisors
  • Asset & Portfolio Management
  • Trust Management
  • Asset Management
  • Investment Advisory
  • Financial Management
  • Escrow Services
  • Mutual Funds
  • Financial Plans
Payment method
amex, check, discover, master card, visa
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

Social Links
Categories
Financial Planning Consultants, Financial Services, Investment Securities, Mutual Funds, Stock & Bond Brokers
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