Planning for your retirement or a child's education can be tricky business. You can count on PrimeVest to help you make the right choices for your needs. Conveniently located at Union Bank's Lake Odessa office on M-50 or our Dimondale office on East Road, our PrimeVest Executive, David White, is ready to help you invest wisely. David's services include:
- Mutual Funds
- Money Market Funds
- Tax-favored Investments
- Tax-Deferred Fixed & Variable Annuities
- Life Insurance
- Retirement Planning
- Asset Allocation
- Portfolio Management
- Self-Directed IRA's
- Small Business Retirement Plans
- Long-Term Care Insurance
PrimeVest is an independent, registered broker/dealer. Member FINRA. Securities provided by PrimeVest. Not F.D.I.C. insured. No Financial Institution Guarantee. May Lose Value.
Investment Representative, David White is registered to conduct securities and licensed to conduct insurance business in Michigan. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements.
The information in this website is for U.S. residents only. The information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside the United States.
