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retirement planning
wealth management
college savings
calculators

 

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

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

For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither PrimeVest, 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 PrimeVest Advisory Services Agreement and disclosure brochure as provided.

View PrimeVest 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.

   
Have you been searching far and wide for the best way to invest?  Maybe the answers you're looking for are right near home - at your local West Shore Bank office.
 

Email or call (231) 845-3500 to arrange a free consultation with Personal Investment Executive, 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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