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College Savings

One day it’s diapers. The next day it’s a diploma. Which is why you need to start planning for college right now. Where to start? How about with Cetera Investment Services located at West Shore Bank? Browse our services, then email or call (231) 845-3500 to arrange a free consultation with Personal Investment Executive, Julee Sarto.

• Coverdell ESA
• UGMA Accounts

 

College Savings Comparison (417 KB)

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Cetera Investment Services is an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurance products provided by Cetera.

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 Advisor Representatives in connection with an appropriate Cetera Advisory Services Agreement and disclosure brochure as provided.

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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.