Pursue Your Financial Goals
The Union Investment Solutions team specializes in helping you develop sound financial strategies. Whether business or personal, retired or far from it—we will educate you on financial concepts and products that take the mystery out of investing, insurance, employee retirement programs, estate conservation and preserving wealth. Call us at the number below to schedule a meeting with our team. We look forward to helping you pursue a meaningful financial future—together.
Insurance Services
You can count on your team at Union Investment Solutions to help establish your financial goals and keep your family or employees protected with high-quality insurance. Our Investment Executives will meet you by appointment at any bank office, your home or place of business, whenever it's most convenient for you.
Insurance Services Include:
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Life Insurance
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Long-term Care Insurance
Investment Services
Making personal investments for yourself or your family can feeling overwhelming—but it doesn't have to be. Whether you're saving for retirement or a college education, you can count on the team at Union Investment Solutions to help you pursue your personal financial goals. Our Investment Executives, David White and Meg Howell will meet you by appointment wherever it's convenient for you—days, evenings or weekends.
Personal Investment Services Include:
- Investments
- Educational Saving Plans
- Traditional IRA's
- Roth IRA's
- Fixed Annuities
- Variable Annuities
- Mutual Funds
Business Planning Services
As a dedicated business owner, supporting your employees’ success is a top priority. At Union Investment Solutions, we help you define and pursue your business financial goals with confidence.
Our Investment Executives, David White and Meg Howell, are available by appointment at a time and place that works best for you—days, evenings, or weekends.
Business Planning Services Include:
- SEP IRAs
- Simple IRAs
- 401(k) Plans
- 403(b) Plans
Our Team
Your team (L to R): Meg Howell, David White, Caleb Coates, Jennifer Bowers
Investment Representatives:
David White, Investment Executive
Meg Howell, Investment Executive
Address:
1150 Jordan Lake Street,
Lake Odessa, MI 44849
Lake Odessa, MI 44849
Contact Us:
616.374.1530
Check the background of these investment professionals on FINRA’s BrokerCheck http://brokercheck.finra.org/
Union Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Union Bank and Union Investment Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Union Investment Solutions and may also be employees of Union Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Union Bank or Union Investment Solutions. Securities and insurance offered through LPL or its affiliates are:
Investment Executives, David White and Meg Howell, 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.
