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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.

Before investing in a 529 plan, investors should carefully consider whether the investor's or beneficiary's home state offers any state tax or other benefits available only from that state's 529 plan.

 

College Savings Comparison College Savings Comparison (417 KB)


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