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News & Announcements

EMV Debit Cards

05.12.17

Union Bank will be issuing debit card holders upgraded EMV chip cards starting in May, 2017. The mass issuance of EMV cards to current card holders will take place over a three month period, with all card holders receiving an upgraded card by Read More »

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 »

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

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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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