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AAM Financial Planning and Investments, LLC

AAM Financial Planning and Investments, LLC


AAM Financial Planning and Investments, LLC's financial review

AAM Financial Planning and Investments, LLC's Revenue (Yearly)

49.3M

Employees

1


AAM Financial Planning and Investments, LLC information

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, budget...
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.

AAM Financial Planning and Investments, LLC industries

Feeonly financial planning & investment management
Investment advisory
Small business retirement plans
Financial planning

AAM Financial Planning and Investments, LLC's financial review

AAM Financial Planning and Investments, LLC's Revenue (Yearly)

49.3M

Employees

1

Employees

Wealth Advisor
Senior Wealth Advisor

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