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Business Profile

Financial Planning Consultants

AAM Financial Planning and Investments, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(616) 531-5220Write a Review

About

Overview

AAM Financial Planning and Investments, LLC

4555 Wilson Ave SW Ste 4

Grandville, MI 49418-2370

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See Hours
Operating Hours
9:00 AM - 4:30 PM
9:00 AM - 4:30 PM
9:00 AM - 4:30 PM
9:00 AM - 4:30 PM
9:00 AM - 4:30 PM
Closed
Closed

BBB Accreditation & Rating

AAM Financial Planning and Investments, LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

AAM provides financial planning and investment advisor services to individuals, including small business owners and their employees.  Hourly and project based financial planning and advice is available as needed.

BBB Accredited Since: 5/26/2004

Years in Business: 29

Products and Services

This company offers fee-only financial planning and investment management.

Photos and Videos

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Business Details

Local BBB:
BBB of Michigan
BBB File Opened:
5/15/2000
Business Started:
5/9/1997
Business Started Locally:
5/9/1997
Date of New Ownership:
1/1/2009
Business Incorporated:
5/1/1997
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
AAM Fee Only Financial Planning and Investment Advisory
AAM Fee-Only Financial Planning and Investment Advisory L.L.C.
Business Management:
Mr. Ronald J Van Surksum, CFP/Managing Member

Additional Contact Information

Principal Contacts
Mr. Ronald J Van Surksum, CFP/Managing Member
Customer Contacts
Mr. Ronald J Van Surksum, CFP/Managing Member
Fax numbers
Primary Fax: (616) 531-7773
Social Media

Additional Information

Refund and Exchange Policy
Financial Planning fees will be refunded if company does not meet your expectations.
Other Resources
Michigan Department of Insurance & Financial Services (DIFS)
530 W Allegan Street, 7th Floor
Lansing MI 48933
Phone Number: 877-999-6442
https://www.michigan.gov/difs/about/contact-info
[email protected]
Business Categories
Financial Planning Consultants, Tax Consultant, Retirement Planning Services, Investment Advisory Services, Estate Planning and Management, Insurance Consultant, Wealth Management, Fee Only Financial Advisor

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