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Van Sumeren Wealth Management

Business Services · Michigan, United States · <25 Employees

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About

Headquarters

3865 Wilder Rd Ste 7B, Bay City, Michigan, 4870...

Phone Number

(989) 686-3720

Revenue

<$5 Million

Industry

Business Services General Business Services

Recent News & Media

No recent news or media

Who is Van Sumeren Wealth Management

Our process starts with listening. Everything we do is driven by a full understanding of both your concerns and your dreams. Your plan is tailored to you. We are happy to collaborate with your tax and legal advisors to help us see the whole picture. Your plan is monitored on an ongoing basis and adjusted as your circumstances or objectives change. You should understand what is happening with your plan and portfolio. We communicate clearly so that you understand all options available to you in common sense language. We also feel it is very important that you know how you compensate us for our services and how this relates to your portfolio. We thoroughly explain our fee structure and value proposition. All questions are answered to put you at ease. As an independent firm, we have no proprietary portfolios or products. This independence allow us to select from a vast array of solutions to meet your needs. Independence means we work for you and put you first. The content is developed fromRead more
Popular SearchesVan Sumeren Wealth ManagementSumeren Financial ServicesVan Sumeren Enterprises LLCVan Sumeren, PatrickSumeren Wealth ManagementSIC Code 73,736NAICS Code 56,561Show more

Van Sumeren Wealth Management Org Chart

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Tammy Lillo

Financial Advisor & Assistant

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Gabriel Van Sumeren

Planning Associate

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Van Sumeren Wealth Manage...

<$5M
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Van Sumeren Wealth Management Tech Stack

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Frequently Asked Questions Regarding Van Sumeren Wealth Management

Where is Van Sumeren Wealth Management located?
Van Sumeren Wealth Management's headquarters are located at 3865 Wilder Rd Ste 7B, Bay City, Michigan, 48706, United States
What is Van Sumeren Wealth Management's phone number?
Van Sumeren Wealth Management's phone number is (989) 686-3720
What is Van Sumeren Wealth Management's official website?
Van Sumeren Wealth Management's official website is www.vansumerenwealth.com
What is Van Sumeren Wealth Management's Revenue?
Van Sumeren Wealth Management's revenue is <$5 Million
What is Van Sumeren Wealth Management's SIC code?
Van Sumeren Wealth Management's SIC: 73,736
What is Van Sumeren Wealth Management's NAICS code?
Van Sumeren Wealth Management's NAICS: 56,561
How many employees does Van Sumeren Wealth Management have?
Van Sumeren Wealth Management has <25 employees
What industry does Van Sumeren Wealth Management belong to?
Van Sumeren Wealth Management is in the industry of: Business Services General, Business Services
What is Van Sumeren Wealth Management competition?
Van Sumeren Wealth Management top competitors include: Omega Investment Partners, Manning Financial Services, The River Suite Wealth Partners, Alliance Wealth Management
What technology does Van Sumeren Wealth Management use?
Some of the popular technologies that Van Sumeren Wealth Management uses are: GoDaddy DNS, AWS Web Hosting
How do I contact Van Sumeren Wealth Management?
Van Sumeren Wealth Management contact info: Phone number: (989) 686-3720 Website: www.vansumerenwealth.com
What does Van Sumeren Wealth Management do?

Our process starts with listening. Everything we do is driven by a full understanding of both your concerns and your dreams. Your plan is tailored to you. We are happy to collaborate with your tax and legal advisors to help us see the whole picture. Your plan is monitored on an ongoing basis and adjusted as your circumstances or objectives change.... You should understand what is happening with your plan and portfolio. We communicate clearly so that you understand all options available to you in common sense language. We also feel it is very important that you know how you compensate us for our services and how this relates to your portfolio. We thoroughly explain our fee structure and value proposition. All questions are answered to put you at ease. As an independent firm, we have no proprietary portfolios or products. This independence allow us to select from a vast array of solutions to meet your needs. Independence means we work for you and put you first. 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 . Securities offered through Sigma Financial Corporation member FINRA/SIPC. Investment advisory services offered through SPC, a registered investment advisor. Van Sumeren ...Read More

Is Van Sumeren Wealth Management a public company?
Van Sumeren Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Van Sumeren Wealth Management

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