Companies with ACH, Wires, or Positive Pay must use the new Treasury Portal. Learn More at our Treasury Services Page.
Companies with ACH, Wires, or Positive Pay must use the new Treasury Portal. Learn More at our Treasury Services Page.
Customer Service
(888) 775.6687
Customer Service
(888) 775.6687
We’re here to help you in an effort to improve the quality of your life. We strive to do this by recommending and implementing investment strategies that are tailored to your needs. We listen, educate, and then serve. Your partnership is a privilege.
Call us at 616‑678‑4961. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Our services are custom because your needs are unique. We work to provide you with a comprehensive financial plan with a goal to help you build, manage, and preserve your future. This plan includes:
*Infinex does not provide Legal Services. To establish an estate plan, investors should consult their legal counsel.
*Infinex does not provide tax advice. Investors should consult their tax advisors for their particular situation.
Vice President, ChoiceOne Bank
Investment Executive, Infinex Investments
Kent City
Phone: 616.678.4961
Email: [email protected]
Office Hours:
Monday-Friday: 9:00am – 5:00pm
Evenings and Saturdays: By Appointment
AVP Financial Advisor, ChoiceOne Bank
Investment Executive, Infinex Investments
Lapeer
Phone: 810.245.2935
Email: [email protected]
Office Hours:
Monday – Friday 9:00am – 5:00pm
Officer Financial Advisor, ChoiceOne Bank
Investment Executive, Infinex Investments
Muskegon
Phone: 231.780.1812
Email: [email protected]
Office Hours:
Monday – Friday 9:00am – 5:00pm
Vice President, ChoiceOne Bank
Investment Executive, Infinex Investments
Kent City
Phone: 616.678.4961
Email: [email protected]
Office Hours: Monday-Friday: 9:00am – 5:00pm Evenings and Saturdays: By Appointment
| Not FDIC Insured | No Bank Guarantee | May Lose Value |
| Not a Deposit | Not insured by any Federal Government Agency | |
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. ChoiceOne Financial Advisors is a trade name of ChoiceOne Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
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IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial Banks to obtain, verify, and record information that identifies each person who opens an account.
What this means for you:
When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We must also ask to see your driver’s license or other identifying documents.
Online Applications are available for residents of our service area including Kent, Newaygo, Muskegon, Ottawa, Montcalm, Oceana, Osceola, Ionia, Mecosta, Lake, Allegan, and Barry Counties in Michigan.