Personal Investments
Personal Investment Services Include:
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Investments
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Educational Saving Plans
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Traditional IRAs
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Roth IRAs
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Fixed Annuities
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Variable Annuities
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Mutual Funds
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
Address Information | Secondary Address |
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1150 Jordan Lake St.
Lake Odessa, MI 48849
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127 East Rd.
Dimondale, MI 48821
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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.
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.