We See a Legacy.

ChoiceOne Financial Advisors

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

Infinex Services Available

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:

  • Estate Planning*
  • Asset Preservation Strategies
  • Risk Management
  • Retirement Planning
  • College Planning
  • Tax Management*
  • Charitable Giving
  • Stocks, Bonds & Mutual Funds

*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.

Ready To Get Started?

Meet the Team

John Mousel, CFP®

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

Tyson Schmidt

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

 

Tracy Adams

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

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What You Will Need Close Warning

Applying is fast and easy. Here’s what you’ll need to have ready:

  1. Your Social Security Number or Individual Tax Identification Number (ITIN)
  2. A US government-issued photo ID (e.g. Driver’s License, Passport, or State)
  3. A credit or debit card to fund your new account
  4. A valid email address

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.