Investment Solutions

You work hard every day to provide your family with the best life possible—that’s why we work just as hard for you at Union Investment Solutions. You can count on our team to not only establish, but also to 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:

Investments
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
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.
Lake Odessa, MI 48849

127 East Rd.

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.