Personal Investment Services

A solid financial plan is essential in order to meet your short and long-term financial needs. ChoiceOne will help provide solutions based on a comprehensive financial analysis of your Income, Debt, Taxes, Investments, Insurance, and Retirement Plan. ChoiceOne's Investment Officer is Kelly Potes. Kelly is a registered representative of Woodbury Financial Services.

A variety of personal Investment Options are available through ChoiceOne. We also offer Retirement Planning, Life Insurance, Disability Insurance, Long-Term Care, Medical Supplement Insurance and Estate Planning.

If you are a business owner, check out ChoiceOne's Business Investment options. Mutual funds, stocks, and bonds are offered through Woodbury Financial Services, Inc. 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.

* 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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