We’re here to help you in an effort to improve the quality of your life. We strive to do this by recommending and implementing investment strategies that are tailored to your needs. We listen, educate, and then serve. Your partnership is a privilege.
Call us at 616‑678‑4961.
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Our services are custom because your needs are unique. We work to provide you with a comprehensive financial plan with a goal to help you build, manage, and preserve your future. This plan includes:
AVP, LPL Financial Advisor
Email: [email protected]
Monday-Friday: 8:00am – 5:00pm
Evenings and Saturdays: By Appointment
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Applying is fast and easy. Here’s what you’ll need to have ready:
IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial Banks to obtain, verify, and record information that identifies each person who opens an account.
What this means for you:
When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We must also ask to see your driver’s license or other identifying documents.
Online Applications are available for residents of our service area including Kent, Newaygo, Muskegon, Ottawa, Montcalm, Oceana, Osceola, Ionia, Mecosta, Lake, Allegan, and Barry Counties in Michigan.