2 Best Gold IRA Investment Companies Near Me in Wyoming, MI – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
True Wealth Retirement Partners
ADDRESS: 5751 Byron Center Ave SW Suite Y, Wyoming, MI 49519, United States
NUMBER: +1 616-209-9552
DESCRIPTION FROM BUSINESS: We do tax-smart retirement planning for a FLAT fee. We’ve designed an intentional process to help families evaluate if our firm is a good fit for your needs. We help you answer questions like: How do I plan for a successful retirement? How do I reduce my lifetime tax bill? How do I invest smarter?
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband and I have been working with Jordan for a while now, and I can confidently say that his ability to listen and manage our investments has been exceptional. From the very beginning, Jordan took the time to understand our goals and concerns, ensuring that every decision was aligned with our needs. He listens attentively, asks thoughtful questions to clarify, and makes us feel hurt and valued. He is meticulously organized and provides clear explanation of the strategies he is using. I highly recommend his services to anyone. – Melissa Leaman
REVIEW #2 – Before working with Jordan at True Wealth, I really struggled with knowing if my money will last. After working with him and his sophisticated tools and guidance, I feel confident in my current and future spending rates. Jordan also helped me determine my estimated quarterly tax payments with much greater accuracy and all at a significant cost savings to me. – William Boyd
REVIEW #3 – Jordan and True Wealth Retirement Partners made the process of moving our accounts and setting up with them very easy. He offers a concierge service that is missing from a lot of other firms. They were also great at answering questions along the way. Highly recommend! – Nathan Leaman
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AAM Financial Planning and Investments
ADDRESS: 4555 Wilson Ave SW #4, Wyoming, MI 49418, United States
NUMBER: +1 616-531-5220
DESCRIPTION FROM BUSINESS: AAM Financial Planning and Investments, LLC, is a family owned, independent, financial planning and investment management firm in the Greater Grand Rapids area of Western Michigan…
OFFICE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:30 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:30 PM | |
| Fri | 9:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Ron has been an incredible help in getting my finances organized and my goals on track. He takes the time to explain everything clearly, always makes sure I understand my options, and genuinely cares about my financial well-being. His advice has helped me feel much more confident about budgeting, saving, and planning for the future. He’s professional, knowledgeable, and easy to talk to—I couldn’t recommend him more! – Auna Allen
REVIEW #2 – Ron includes my health, goals & wishes when managing my financials. We meet annually, more if needed, to answers questions concerns & future planning. This comfortable & honest relationship is important to me now and in the future. – Arlene Veach
REVIEW #3 – We are very grateful for Ron. He brings a wealth of knowledge to his job, and he has been very helpful to us. He is very kind, when I or my husband do not understand something. We always learn something from him when we meet with him, that we did not know before. – Kathy Kunnen
REVIEW #4 – I have been with Ron since the beginning of AAM. I have watched his business evolve as technology changes. Ron’s recent move to work with Carson Group has had a positive impact on my retirement accounts. Thanks Ron! – Dave Lindhout
REVIEW #5 – Working with Ron was easy. As a new investor dealing with an inheritance, Ron walked me through the process, and explained everything in a way that was easy to understand. I feel confident my investment plan will meet my future retirement goals. – Kimberly Barveld
REVIEW #6 – Ron is very helpful and shares info and numbers in a way that makes it easy for me to understand. Very happy with Ron’s work and services he provides for me and my wife – Arnold Parrish
REVIEW #7 – I have been with AAM for many years. They will help you invest to meet your goals and do so at the comfort level you desire, whether that be a conservative low risk or a more aggressive higher risk investment approach. AAM has been very trustworthy. – Terry Boone
REVIEW #8 – Ronald exceeded my expectations by going above and beyond with the amount of detail and time he provided during my appointments with him. The level of detail he provided to each of my questions indicated a high degree of experience and proficiency. Based on my encounters with him, it was evident that he had my best interests in mind. – Jason R. Manning
REVIEW #9 – I have been with AAM for over 30 years. My finances were in ruins back then due to an unfortunate marriage. Ron turned all that around for me. I went from a 1991 bankruptcy to living a comfortable life. I got out from under all my debt, paid my mortgage off early, and retired in 2012 at the age of 58. You won’t find a more honest and trustworthy person than Ron VanSurksum. If I could’ve given him 6 stars, I would’ve. – Terri Connett
REVIEW #10 – If you’re looking for a financial firm that you can trust your money with, look no further than Advanced Asset Management in Wyoming, MI. Ron VanSurksum and his team will treat you with respect. My wife and I have been with AAM probably 25+ years. Ron is always available for guidance and questions I have. Great job! – Richard Schipper
REVIEW #11 – I am a newcomer to AAM and could not be more pleased with my choice to work with Ron. He is knowledgeable, thorough, and clear. Most importantly, he is an excellent listener and responds to concerns with precise and helpful advice. I am a “nervous nelly” when it comes to investments. Ron understands this and has guided me with thoughtful, and sound, suggestions that respond to my concerns during these uncertain times. I recommend AAM Financial Planning and Investment services without reservation. – Joanne Kauffman
REVIEW #12 – Ron VanSurksum at AAM has been helping us for over five years. He is very knowledgeable in his profession. He has been helpful in providing solutions for some of the unpleasant surprises that have come up in our lives and has created realistic strategies for us to retire comfortably. He has recommended to us a good attorney and a CPA whom we work with to cover all bases for financial decisions. Ron is easy to work with and is available when you need help. I highly recommend Ron. – Marc Therrien
REVIEW #13 – Our family has used Ron at AAM Financial Planning and Investments for several years and have been very pleased. Our money has been very well managed, and he has helped us immensely with our financial planning. The office staff is friendly and always accommodating. Highly recommend!! – Sara Lee
REVIEW #14 – My wife and I are extremely pleased with AAM Financial. Ron is the best and always looking out for our best interests. We highly recommend Ron and his team for any financial support you may have a need for. – Mark Fenton
REVIEW #15 – I am writing to recommend our Financial Representative, Ronald J VanSurksum, CFP® Senior Wealth Advisor at AAM Financial Planning and Investments in Grandville, MI
My wife and I have been clients of Ron for the past 13 years and have had the privilege of working closely with him and his staff. I can confidently say that the level of service and expertise that they consistently deliver is excellent.
Throughout this time, Ron has demonstrated an impressive depth of financial knowledge, keen attention to detail, and an unwavering commitment to his clients’ success. Whether navigating complex financial strategies or ensuring personalized and responsive support, he and his team have exceeded our expectations.
What sets Ron apart is not just his professional skill but his dedication to fostering trust and clear communications. The ability to explain financial concepts in an understandable way and tailor recommendations to our unique needs has instilled in us a great deal of confidence, trust and peace of mind regarding our financial future.
It is a rare find to come across a professional who combines technical expertise with genuine care for his clients, and that is precisely what makes Ron and his team so remarkable. I am grateful for the exceptional support they have provided over these many years.
I highly recommend Ron and his team to anyone seeking reliable, knowledgeable, and personable financial services. – Gary Schlager
REVIEW #16 – 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 reminder email that I find very helpful, as well as, a letter documenting our most recent discussion. – Penni Moening
REVIEW #17 – Ron has managed our finances for many years and picking him and AAM was one of the best decisions we’ve ever made. Completely honest, open, and professional, we wouldn’t be in the comfortable financial situation we find ourselves in without him. – Susan B
REVIEW #18 – 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. – Bruce Burkel
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