Follow on Google News News By Tag * Jim Lorence * Ryan Vander Zwart * Lorence & Vander Zwart * Next Financial Group * 4ward Financial Marketing * Next Financial * More Tags... Industry News News By Location Country(s) Industry News
Follow on Google News | Lorence & Vander Zwart Wealth Management Featured in ForbesLorence & Vander Zwart was featured in Forbes magazine as one of Michigan’s financial experts that are prepared to get your money on the right track.
Lorence & Vander Zwart provides wealth management services specializing in professional money management and comprehensive financial planning. Founded in 1960 by Lorence’s father, the firm has excelled through a multitude of financial turbulence ranging from the Cuban Missile Crisis to the recent 2008 Global Meltdown. Following traditional values, common sense and good stewardship are some of the hallmarks of the Holland-based firm. “We have been in business a long time and we have seen many shakeups in the market. We have a proactive approach that, for many people, equates to a greater level of comfort in doing business with us,” said Lorence. “Jim and Ryan’s success is a direct result of their hard work, professionalism, dedication and integrity. We congratulate them on this impressive accomplishment,” After being introduced to 4WARD Financial Marketing and their concept of “home town marketing,” Lorence & Vander Zwart went on a mission to become the most recognized name in financial services in its community. The firm’s marketing strategy was exemplified using consistent practices and having a clear plan and purpose. This initiative, combined with recognition from charity sponsorships, advertisements and community involvement identified Lorence & Vander Zwart as one of the most well-known firms in its community. Lorence is a Certified Financial Planner™ and has Series 4, 7, 24, 51, 63, 65 Life/Health and Variable Contracts licenses. He has been a Securities professional since 1985, Office of Supervisory Jurisdiction since 1999 and has been a firm partner since 1987. Lorence is the current President of the Holland Chapter of the National Association of Insurance and Financial Advisors. He is a co-founder of NEXT Financial Holdings, Inc. Lorence holds a Bachelor of Arts in Religion from Cornerstone University. Vander Zwart is a Certified Financial Planner™ and has Series 7, 24, 51, 63, 65 Life/Health and Variable Contracts licenses. He has been a Securities professional since 1995 and has been a firm partner since 2000. Vander Zwart is a former officer and current board member of the Holland Chapter of the National Association of Insurance and Financial Advisors. He is a member of the Financial Planning Association. Vander Zwart holds a Bachelor of Arts in Accounting from Hope College. For more information, please contact Jim Lorence at 616.394.4994, or visit http://www.lvzadvisors.com. Securities offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Lorence & Vander Zwart is not affiliated with NEXT Financial Group, Inc. 240 S. River, Holland, MI 49423 # # # Welcome to true independence. Welcome to NEXT Financial Group. Founded by a group of passionately independent investment professionals, NEXT is owned and managed by its representatives and employees. Take the NEXT step and join an award-winning firm. End
|
|