Email or call (231) 845-3500 to arrange a free consultation with Personal Investment Officer, Julee Gwiazdowski. Julee is more than an investment professional with a decade of experience — she’s a West Shore native who will make you feel right at home. Click any of the topics below to learn more about the many investment options available through PrimeVest Financial Services Inc.

Retirement Planning
Wealth Management
College Savings

Though investment products are available at West Shore Bank offices, they are not deposits or obligations of West Shore Bank. Consequently, they are not guaranteed by any bank and are not insured by the FDIC. Please remember that all investment products involve risk, including the possible loss of principal.

Investment Representatives 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 registraiton requirements.

The information in this website is for U.S. residents only.  The information on this website does not constitute an offer to sell or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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