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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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Retirement Planning

When you retire, will you have enough money waiting for you? There’s only one way to know: Plan. Smart planning can design a roadmap to guide your saving and make sure you will have the money you need for the type of retirement you want. Identify your opportunities with help from West Shore Bank Investment Services. Browse our services to find out how we can show you the best way for you to plan your retirement income. Email or call (231) 845-3500 to arrange a free consultation with Personal Investment Executive, Julee Sarto. Julee will spend the time with you to understand your goals and your comfort level with the various investment products available to you. Together, you’ll build a plan that works for you. Even if you’re nearing retirement and wondering if your savings will last, we can help you develop a plan for that too.


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

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.

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.
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