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Union Bank

Personal Investments

Making personal investments for yourself or your family can feeling overwhelming—but it doesn't have to be. Whether you're saving for retirement or a college education, you can count on the team at Union Investment Solutions to help you reach your personal financial goals. We will meet you by appointment wherever it's convenient for you—days, evenings or weekends. 
 
Your team (L to R): Meg Wheeler, David White, Jennifer Bowers
 

Personal Investment Services Include:

  • Investments
  • Educational Saving Plans
  • Traditional IRAs
  • Roth IRAs
  • Fixed Annuities
  • Variable Annuities
  • Mutual Funds

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

Address Information Secondary Address
1150 Jordan Lake St.
Lake Odessa, MI 48849
127 East Rd.
Dimondale, MI 48821
Check the background of these investment professionals on FINRA’s BrokerCheck http://brokercheck.finra.org/

Cetera Investment Services LLC, member FINRA/SIPC. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is not affiliated with the financial institution where investment services are offered.

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.


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