SOURCE: NEXT Financial Group

NEXT Financial Group

August 31, 2010 07:00 ET

Lorence & Vander Zwart Wealth Management Featured in Forbes

HOLLAND, MI--(Marketwire - August 31, 2010) -  Jim Lorence and Ryan Vander Zwart, registered representatives with NEXT Financial Group, Inc., member FINRA/SIPC, and partners at the financial planning firm of Lorence & Vander Zwart, have been featured in the August 30th issue of Forbes, distributed to subscribers in the Michigan and Ohio region. Lorence & Vander Zwart is one of over 3,000 SEC Registered Investment Advisors in the Great lakes region, and is featured in Forbes for the second year in a row.

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," said Kimberly A. Branch, CFP®, CLTC president of 4WARD Financial Marketing, a wholly owned subsidiary company of NEXT Financial Holdings, Inc.

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's of Art 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's of Art in Accounting from Hope College.

Contact Information

  • Lorence & Vander Zwart Wealth Management
    240 South River Avenue
    Holland, MI 49423
    616-394-4994
    www.lvzadvisors.com