We’re here to help improve the quality of your life. We 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.
Our services are custom because your needs are unique. We work to provide you with a comprehensive financial plan that will help you build, manage, and protect your future. This plan includes:
Certified Financial Planner, (CFP)
Email: [email protected]
Monday-Friday: 8:00am – 5:00pm
Evenings and Saturdays: By Appointment
*CFP® and CERTIFIED FINANCIAL PLANNER™ are marks owned by the Certified Financial Planner Board of standards, Inc. This mark is awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Important Consumer Information
This site is for informational purposes only and it is not intended to be a solicitation or offering of any security and:
You have clicked on an external link and are leaving the ChoiceOne.com website. ChoiceOne Bank provides these links as a convenience and isn’t responsible for the security or content of any linked page.
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.