AAM Financial Planning and Investments , LLC 4555 Wilson Avenue Southwest, Grandville, MI 49418
About the Business
AAM Financial Planning and Investments, LLC is a reputable finance institution located at 4555 Wilson Avenue Southwest, Grandville, Michigan, United States. We specialize in providing comprehensive financial planning services and investment solutions to help individuals and businesses achieve their financial goals. Our team of experienced financial advisors is dedicated to providing personalized guidance and support to help our clients make informed decisions about their finances. Whether you are looking to plan for retirement, save for a major purchase, or grow your investment portfolio, AAM Financial Planning and Investments, LLC is here to help you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
Photos
Location & Phone number
4555 Wilson Ave SW #2, Grandville, MI 49418, United States
Hours open
Monday:
9:00 AM - 4:30 PM
Tuesday:
9:00 AM - 4:30 PM
Wednesday:
9:00 AM - 4:30 PM
Thursday:
9:00 AM - 4:30 PM
Friday:
9:00 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I enjoy working with Ron. He is prompt, efficient and concise. When I have had questions or needed help with something, he has offered the counsel I needed. He always sends a great tax reminders email that I find very helpful."
"My wife and I have been working with Ron for a number of years. He understands our goals and concerns. He watches over our investment and changes things around as needed. He always keeps us informed and is always willing to meet with us to discuss any changes. I would always recommend Ron to anyone looking for a guiding light."
"We have been working with Ron for nearly a decade. He is very professional and communicates well. As a fee only, Certified Financial Planner we get objective advice. Ron has helped us transition from our working world to retirement. We highly recommend Ron to help you with your financial planning."
"Ron has been great keeping his eyes on my assets which I appreciate especially when I’m off grid half of the year. He was recommended by my family and I m so glad I have someone whom I can trust."
"Ron does an excellent job of explaining the "plan of action" and is very thorough with follow up. He is easy to talk with and always available to answer questions. I really appreciate working with him. Ron is a true community partner volunteering time and expertise with our local non-profits. I highly recommend him!"
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- Financial Consulting
- Financial Advisor
- Tax Advisor
- Audit & Consulting
- Build Wealth
- Business Growth Strategies
- Business Succession Planning
- Business Transition Planning
- Family Wealth Management
- Financial Advisor Services
- Financial Institution Services
- Financial Planning Process
- Individual Financial Planning
- Inherited Estate Planning
- Inherited Estate Tax Planning
- Invest In Your Future
- Investment Portfolio Diversification
- Investment Solutions
- Long Term Investment Plans
- Personalized Financial Guidance
- Retirement Income Planning
- Retirement Planning
- Retirement Savings Goals
- Small Business Finance
- Small Business Retirement Planning
- Tax Deferral Strategies
- Tax Planning Strategies
- Wealth Creation Strategies
- Wealth Management
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