Financial Advisers

Ronald J. Van Surksum, CFP®
Certified Financial Planner™ Professional

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My role at AAM – in addition to meeting with clients – is to analyze a client’s personal situation and create individualized financial plans and investment plans.

Essentially I create a “blue print” for my clients based on where they are today and then tell them what they need to do to reach their goals.

I enjoy working with experienced investors as well as “start-up” investors who are just beginning to work their way toward financial independence.

In addition to being the financial adviser, I spend a large portion of my time monitoring client investments and making sure investment dollars are adequately diversified.

APPOINTMENT WITH RON
(Ron is located on the South and West side of Grand Rapids)


 

Jeff Belmonte, CFP®
Certified Financial Planner™ Professional

 

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Using excellent tools, resources and experience I manage investment assets to help clients move toward maximized results in their financial plans.  This may also include the analysis and implementing of estate planning, tax-advantaged wealth accumulation and giving, retirement income planning including social security analysis, consulting work accounts and benefits.

 

Together we construct the plan and then insert the engine needed to drive toward the goal.  Along the way, I point out obstacles and offer solutions to challenges to the success of your plan.  We wisely utilize top software resources to monitor and communicate with you during the process in a way the works best for you.

 

While at Aquinas College with my colleague Ron, I earned a major in Business Administration and another in Economics. In the past, I’ve held the Series 7 security registration (General Securities Representative Examination) and Series 66 security registration (Uniform Combined State Law Examination).

APPOINTMENT WITH JEFF
(Jeff is located on the North and East side of Grand Rapids)


IN THE MEDIA

Men’s Health Magazine – March, 2012

Wall Street Journal – April 4, 2011

Daydream Believers – Money Magazine March 1, 2007

Financial Advice Network Profile

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