We help you develop wealthy habits and reduce financial stress. Work with AAM Financial Planning and Investments, 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) Fiduciary - 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.
View Top Employees from AAM Financial Planning and Investments, LLCWebsite | http://www.aamllc.com |
Revenue | $1 million |
Employees | 5 (5 on RocketReach) |
Founded | 1997 |
Address | 4555 Wilson Ave SW Ste 2, Grandville, Michigan 49418, US |
Phone | (616) 531-5220 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Charles Carroll Financial Partners, Copper Canyon Wealth Management, Covenant Wealth Advisors, Horizons Wealth Management, Inc., Waterford Advisors, LLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
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The AAM Financial Planning and Investments, LLC annual revenue was $1 million in 2024.
5 people are employed at AAM Financial Planning and Investments, LLC.
AAM Financial Planning and Investments, LLC is based in Grandville, Michigan.
The NAICS codes for AAM Financial Planning and Investments, LLC are [52393, 523, 52, 5239].
The SIC codes for AAM Financial Planning and Investments, LLC are [628, 62].