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.
- Mutual Funds
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.
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.
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.