Gerald R. VanderLugt

JVL Associates, LLC

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $500,000

Minimum client income required: No minimum required

Title: Financial Advisor

Offering advice since: 1994

Areas of focus:

  • Charitable and Planned Giving
  • Estate Planning/Wills
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Gerald R. VanderLugt:

As a CPA and CFP with over 30 years of experience we utilize our expertise to help our clients make smart financial decisions.

Compensation and Fee Structures:

Fee only - based on assets under management

Licenses, Certifications & Affiliations:

CPA & CFP

Education:

BS - Accountancy - 1979

Will provide references upon request?

Yes

Contact Information for Gerald R. VanderLugt

Phone: (616) 261-2800
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Fax: (616) 261-2866

Address for Gerald R. VanderLugt:
Suite 400
1535 44th Street SW
Wyoming, MI, 49509

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