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Union Bank

Business Planning Services

As a hard-working business owner, setting your employees up for success is one of your highest priorities. Your team at Union Investment Solutions will help you establish and reach your financial business goals. We're available to meet by appointment at any bank location, or we will come to you—even during evenings or weekends.
 
Image Description.   Union Investment Solutions team Meg Wheeler, David White, and Jennifer Bowers.
 Your team (L to R): Meg Wheeler, David White, Jennifer Bowers
 

Business Planning Services Include:

  • SEP IRAs
  • Simple IRAs
  • 401(k) Plans
  • 403(b) Plans

Investment Representatives:

David White, Investment Executive 
616.374.1530 or 800.974.3273 x1004

Meg Wheeler, Investment Executive
616.374.1530 or 800.974.3273 x5027

1150 Jordan Lake St.                              127 East Rd.
Lake Odessa, MI  48849                         Dimondale, MI 48821

 

Check the background of these investment professionals on FINRA’s BrokerCheck http://brokercheck.finra.org/


Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.  Neither firm is affiliated with the financial institution where investment services are offered.  Advisory services are only offered by Investment Adviser Representatives.  Cetera is under separate ownership from any other named entity.
 
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency  
 
View Cetera Investment Services privacy policy and other important information.

Investment Executives, David White and Meg Wheeler, are 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.

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

Image Description.  Cetera logoImage Description.  Union Investment Solutions logo.

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