Banner headline

News & Announcements

Union Bank Offers Scholarship Program for the 18th Consecutive Year

03.13.17

Union Bank is pleased to offer a scholarship program for the 18th consecutive year to graduating seniors in the Lakewood, Hastings and Pewamo-Westphalia School Districts. Various scholarships will be awarded based on the number of qualified applicants. Read More »

ATM Conversion

03.03.17

On Monday, March 6th we will be converting all of our ATMs to a new processor. We will experience some downtime at our ATMs during this conversion, but we are planning to have all ATMs fully functional by the end of the day on Monday. ATMs owned and Read More »

1099 MISC Tax Notices

02.01.17

It has been brought to our attention that there are some 1099MISC tax notices that were mailed to customers in error. The amount on some of these notices consisted of multiple years of Dime-a-Time earnings. The notices that were mailed in error are not

Text Size: Small TextBig Text

Investments

You can count on Union Investment Solutions to help you reach your financial goals for your family or business. Conveniently located at Union Bank's Lake Odessa and Dimondale offices, our Investment Executive, David White is ready to help you invest wisely. Dave can meet you at any Union Bank office, your home or place of business by appointment days, evenings or weekends.

Services include:

  • Mutual Funds
    Union Investment Solutions Reps
    Union Investment Solutions (L to R): Meg Wheeler, David White, Jennifer Bowers
        
  • Fixed & Variable Annuities
  • Life Insurance
  • Educational savings plans
  • Long-Term Care Insurance
  • Retirement Planning
  • Portfolio Management
  • Traditional and Roth IRA's
  • Small Business Retirement Plans
  • 401(k), 403(b) and Simple IRA's

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 this investment professional 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 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.

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.

Cetera Logo Sized Union Investment Solutions