We See a Legacy.

Investment Services

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.

Services

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:

  • Estate Planning
  • Asset Protection
  • Risk Management
  • Debt Management
  • Retirement Planning
  • College Planning
  • Tax Management
  • Charitable Giving
  • Stocks, Bonds & Mutual Funds

Ready To Get Started?

Randy Schmidt

Certified Financial Planner, (CFP)

Kent City

Email: randy.schmidt@investmentcenters.com

Office Hours:
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:

  • Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
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What You Will Need Close Warning

Applying is fast and easy. Here’s what you’ll need to have ready:

  1. Your Social Security Number or Individual Tax Identification Number (ITIN)
  2. A US government-issued photo ID (e.g. Driver’s License, Passport, or State)
  3. A credit or debit card to fund your new account
  4. A valid email address

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.