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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