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Submission: On April 22 via api from US — Scanned from DE
Effective URL: https://www.vansumerenwealth.com/
Submission: On April 22 via api from US — Scanned from DE
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Text Content
Client Logins(989) 686-3720 Menu * Home * About * Team * Services * Insights * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Glossary * Tax Resources * Calculators * Contact * What's My Risk Number? YOU DREAM. WE PLAN. YOU ACHIEVE. Welcome! The mission of Van Sumeren Wealth Management is to assist you in establishing and achieving your financial goals and dreams while you live your life. We provide comprehensive planning and wealth management services for individuals who are serious about achieving their goals. We are here for you when you are ready to realize your dreams! Learn more RETIREMENT PLANNING You've worked hard and now it's time to enjoy the results of all those long hours. Together we can create a strategy that will potentially maximize your retirement. Learn more PORTFOLIO MANAGEMENT A properly managed portfolio is an integral part of helping you realize your dreams. We design and manage portfolios that are tailored to your unique financial plan. Learn more WHAT ABOUT MY OTHER GOALS? Education funding for children or grandchildren, that cottage on the lake, setting up my estate plan, buying, selling, or passing on a business, insurance needs analysis. We incorporate all of your goals into your comprehensive plan. Learn more MEET OUR TEAM Our team of professionals have decades of collective experience. Regardless of your financial management needs, we have the skills necessary to help you succeed. Learn more HAVE A QUESTION Name Email Address Phone Question Thank you! Oops! CONTACT Van Sumeren Wealth Management Office: (989) 686-3720 Fax: (989) 686-7576 3865 Wilder Road Suite 7B Bay City, MI 48706 info@vansumerenwealth.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Osaic Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.