Investments

Planning for your retirement or a child’s education can be tricky business. You can count on Union Investment Solutions 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 Union Investment Solutions 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 Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member SIPC / FINRA. Securities and insurance products offered by PRIMEVEST: * Not FDIC insured * May go down in value * not financial institution guaranteed * Not a deposit * not insured by any federal government agency. Include registered address: 1150 Jordan Lake St., Lake Odessa, MI 48849

View PRIMEVEST privacy policy (PDF, 40 Kb) and other important information.

Investment Executive David White is registered to conduct securities business and licensed to conduct insurance business in limited states. 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 and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PRIMEVEST Advisory Services Agreement and disclosure brochure as provided.

For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither PRIMEVEST nor any of its representatives may give legal or tax advice.

Useful Financial Calculators from primevest.com.

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