News & Announcements

Scam Alert

3.17.2015

Please be aware of the latest scam. Consumers have been receiving false offers for a free Apple Watch via email and social media sites. These are scams that gather your information, please do not fall for them! Read More

Union Bank Declares Year-End Cash Dividend

01.23.2015

The Board of Directors of Union Financial Corporation (UFC) declared a year-end cash dividend of $0.05 per share on January 13, 2015. Read More

Add Security to Your Debit Card

10.7.2014

If you shop online, you may now enroll for an additional security feature from MasterCard called SecureCode for your UB debit card. Read More

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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.


David White

Services include:

  • Mutual Funds
  • 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 Representative

David White, Investment Executive 
616.374.1530 or 800.974.3273 x318

1150 Jordan Lake St.                              127 East Rd.
Lake Odessa, MI  48849                         Dimondale, MI  48821
 

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.

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