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Investing Services

Receive a free consultation to discuss potential investment options based upon your financial goals and time frame.

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Asset Allocation*

This strategy aims to reduce the risk of investing by spreading out your assets among stocks, bonds, and cash. This is crucial because of the tendency of some investments to gain or lose value in the short term. West Shore Investment Services can help you allocate your assets appropriately by taking into account several factors, including your age, goals and risk tolerance. As your circumstances change over the years, we’ll recommend adjusting your allocation when necessary so your portfolio strikes the right balance between risk and reward.

*Asset allocation will not guarantee a profit or protect you from loss; however, it may provide a hedge against risk and create opportunities in both bull and bear markets.

Not FDIC Insured  |   Not a Deposit May Lose Value
Not Bank Guaranteed  |  Not Insured by any Federal Government Agency

Securities and insurance products are offered through Cetera Investments Services LLC, Member FINRA/SIPC.  Advisory services are offered through Cetera Investment Advisers LLC.  Neither firm is affiliated with the financial institution where investment services are offered.  Investments are:  *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.  Advisory services may only be offered by Investment Adviser Representatives.

For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera, nor any of its representatives may give legal or tax advice. Advisory services may only be offered by Investment Adviser Representatives.

View Cetera Investment Services privacy policy and other important information.

Investment executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Locations: Ludington Downtown  |  Ludington East  |  Scottville  |  Manistee South  |  Manistee Parkdale  |  Hart  |  Quick Cash ATMs