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News & Announcements

2018 Scholarship Recipients Announced

06.01.2018

Union Bank is proud to announce the recipients of the 2018 scholarship program. This is the 19th consecutive year the bank has awarded scholarships. Recipients were selected based on several criteria including academics, extra-curricular activities, Read More »

Mastercard Priceless Surprises Sweepstakes Winner Announced

06.01.18

Congratulations to the second winner of the Mastercard Priceless Surprises Sweepstakes, Cynthia Barton! Cynthia won a $500 statement credit for simply using her Union Bank Mastercard debit card. Read More »

Steve Millman Appointed to UFC Board

05.22.2018

Union Financial Corporation, the holding company for Union Bank, is pleased to announce that Steve Millman has joined the Board of Directors.

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Investments

You can count on your team at Union Investment Solutions to not only establish, but help you reach your financial goals for your family or business. Our Investment Executives, David White and Meg Wheeler are able to meet you at any Union Bank office, your home or place of business by appointment days, evenings or weekends.

Services Include:
  • InvestmentsUnion Investment Solutions Reps
  • Educational Saving Plans
  • Traditional IRA's
  • Roth IRA's
  • Fixed Annuities
  • Variable Annuities
  • Mutual Funds
Business Planning Services:
  • SEP IRA's
  • Simple IRA's
  • 401(k) Plans
    Your team (L to R): Meg Wheeler, David White, Jennifer Bowers
  • 403(b) Plans
Insurance Services:
  • Life Insurance
  • Long Term Care Insurance

 

For information on investment basics click here.

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/

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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