Business Planning Services

As a hard-working business owner, setting your employees up for success is one of your highest priorities. Your team at Union Investment Solutions will help you establish and reach your financial business goals. We're available to meet by appointment at any bank location, or we will come to you—even during evenings or weekends.

Your team (L to R): Meg Wheeler, David White, Jennifer Bowers

Business Planning Services Include:

SEP IRAs
Simple IRAs
401(k) Plans
403(b) Plans

Investment Representatives:

David White, Investment Executive
616.374.1530 or 800.974.3273 x5018

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/

Securities and insurance products offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Cetera is not affiliated with the financial institution where investments are offered.

Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

This site is published for residents of the United States only. Financial Professionals of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com
Important Information and Form CRS | Business Continuity

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.