Susan L. Vollmer, AIF®
This Financial Advisor carries the Women’s Choice Award seal to support the empowerment of women.
President & Financial Advisor
VIA Wealth Management, LLC/Cambridge Investment Research Inc.
Certifications & Licenses: Accredited Investment Fiduciary (AIF®) designee and holds FINRA series 7, 63, and 65 licenses as well as life, variable, accident and health insurance licenses.
States where licensed: MI, KY, IL, FL, MO, NV, and TN
“Women value a trusted partner who can help them sort through and manage the many choices and decisions they must make for their financial security and future. At VIA we are passionate about helping all of our clients by listening and guiding them to a VISION for their future and INSPIRING them to take ACTION to achieve their goals. We are dedicated to operating our business with integrity, commitment, flexibility and kindness tied together through excellence in client service.”
246 South River Avenue, STE 110
Holland, MI 49423
To become our clients’ primary trusted advisor by providing comprehensive, integrated financial solutions and excellence in service to help our clients achieve their life and financial goals.
Services Offered and Areas of Focus
- Financial and Retirement Planning
- Investment Planning and Asset Management
- Risk Management and Insurance
- Legacy Planning
- Special Focus on Women’s Financial Planning Issues
Specialties and Types of Clients Served
Our clients are individuals and families who want independent, un-biased financial guidance and an experienced partner who will develop a personal financial plan and help them to stay on track to meet their goals including retirement saving and income planning, education funding and legacy planning.
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