Trust & Estate Planning
At West Michigan Community Bank, our trust services department provides individuals and families with financial services tailored to our clients specific needs. As trustee of personal, testamentary and charitable trusts, or as conservator for incapacitated individuals, we provide custodial services for your assets, manage your investments, pay bills, file income tax returns and much more. We encourage you to meet with one of our trust professionals and allow us to demonstrate how we can be of service to you.
We have the expertise and experience to help you make wise decisions when it comes to rolling over your 401k and helping you explore investment options focused on a clear understanding of your objectives, expectations and tolerance for risk. Whether you need a trustee, custodian, IRA administrator, conservator, investment manager or any number of special fiduciary services, we are here to help. Contact John Jouppi or Rick Veenhoven with our Wealth Management Team soon to get the information you need.
Our current base of faithful clients attests to our ability to communicate well and make certain we deliver the highest level of fiduciary service at a competitive price. Whatever your money management and estate planning questions may be, our experienced staff of trust professionals will be pleased to speak with you over the phone, or in one of our local offices.
NO BANK GUARANTEE ι NOT FDIC INSURED ι MAY LOSE VALUE
All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name West Michigan Financial Partners are in no way affiliated with or offered by West Michigan Community Bank, nor is West Michigan Community Bank a registered broker/dealer. Customers working with West Michigan Financial Partners will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.