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Business Investment @ ChoiceOneBusiness Investment ServicesIf you own a small to mid-sized company, your retirement needs can be unique. Tax issues and smooth business transfers are the key points analyzed. Our Investment Officer, Kelly Potes, will discuss Successor Plans, Exit Plans, Employee Benefits and Tax Favored Distributions for your business, including Insurance and Retirement Packages. Once we help you build a financial plan, we are committed to developing a long- term relationship – continually reviewing and updating your portfolio as necessary. Our goal is to keep your program current and in line with your wishes. Our ongoing commitment to provide excellent service is a testament to our 103 years of Values. * Mutual funds, stocks, bonds, annuities and insurance products are offered through Woodbury Financial Services, INC. Annuities, Insurance products, mutual funds and other investments are not FDIC insured, are not deposits or other obligations of any bank and are not guaranteed by any bank, and are subject to investment risks, including the possible loss of principal amount invested. Kelly Potes is a registered Representative of Woodbury Financial Services, Inc. P.O. Box 64284, St. Paul, MN 55164. 800.800.2000 member NASD, SIPC. |
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