Our mission is to always be on our client’s side; to be your advocate, your fiduciary, to represent your interests and dreams—not a salesperson for products and providers—so that you can pursue those interests and dreams knowing youSee More...
My duties as an Adviser include overseeing the financial affairs of my clients which include both individuals and families, as well as corporations and non-profit organizations. My practice centrally focuses on 2 important themes:
#1 - Invest wi ... See More
Ronald Van Surksum, CFP
Our Mission is to help you Plan for your goals, Manage your resources and investments and Maximize your financial potential. We are an independent, fee-only financial planning and registered investment advisory firm based in ... See More
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when See More...
Sophit Lee, CFP
We are a Registered Investment Advisor firm in the States of Michigan and California. Our primary goal is to assist you in your efforts to attain your major life goals and aspirations. We do this by taking a proactive, integrative a ... See More
Richard Feight, CFP, EA
IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time. We do this by helping clients use simple, fundamenta ... See More
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