ChoiceOne Investment Center
To improve the quality of our clients’ lives by helping them make wise financial decisions using the financial planning process; and to provide uncompromising integrity, trust and the very best personalized service.
Our Promise To You
- Recommendations based on your financial plan and objectives.
- Information on the economy and your investments.
- Unparalleled service and access to our professional staff.
- Up-to-date financial advice and investment planning.
- Prompt return of phone calls. (24 hour call policy)
- Periodic reviews.
- We offer to meet face to face with our clients at least semi-annually.
- Prompt execution of trades/transactions.
- We strive to execute all trades/transactions with the utmost efficiency and try to get the best pricing available at the time.
As trusted financial advisors, we enjoy working with our clients and helping them meet their financial goals. Every person and financial situation is different, and all recommendations are based on your unique situation. We will take the time to listen to you and help formulate a plan tailored to meet the needs of you and your family. Our experienced staff will strive to meet your expectations, providing timely and dependable service.