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 grow a secure 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 reach your personal financial goals. Our Investment Executives, David White and Meg Wheeler 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
Our Team
Your team (L to R): Meg Wheeler, David White, Jennifer Bowers
Investment Representatives:
David White, Investment Executive
David White, Investment Executive
616.374.1530 or 800.974.3273 x5018
Meg Wheeler, Investment Executive
616.374.1530 or 800.974.3273 x5027
616.374.1530 or 800.974.3273 x5027
Address Information
127 East Rd.
Dimondale, MI 48821
127 East Rd.
Dimondale, MI 48821
Secondary Address
1150 Jordan Lake St.
Lake Odessa, MI 44849
1150 Jordan Lake St.
Lake Odessa, MI 44849
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.
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
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.
