ChoiceOne Financial Services, Inc., and ChoiceOne Bank are pleased to announce a new Wealth Management Office in Sparta located at 129 E. Division Street. The public is invited to join in the Ribbon Cutting Ceremony on August 23 at 1 p.m. to celebrate the newly opened Wealth Management Office. Refreshments served from 1 pm – 3 pm.
129 E. Division Street, Sparta, MI 49345
“It is a pleasure to announce the grand opening of our new Wealth Management Office on the corner of Division and Union Streets in Sparta, especially as we celebrate our 125th Anniversary this year,” said ChoiceOne CEO Kelly Potes. “When we incorporated as Sparta State Bank in 1898, this was the building we built and moved into in 1902. We later relocated to our current headquarters across the street in 1950 and changed our name to ChoiceOne Bank in 1996. So, in some respects we are going back to our roots, but with a much broader outlook to meet the growing needs of our retail and business client base.”
Rob Jamula, Senior Vice President of Wealth Management for our East and West Markets, will lead ChoiceOne’s team of Wealth Management professionals. The Bank will still maintain the Wealth Management Office in the Lapeer Downtown Branch and continue to serve clients out of the Norton Branch in Muskegon. All ChoiceOne Bank offices are still available to host private meetings when more convenient for clients.
ChoiceOne’s Wealth Management team offers clients the advantages of working with knowledgeable financial planners and trust advisors who provide exclusively-focused financial advice, a wide range of comprehensive financial services and a personal level of integrated support. Private banking is also central to a complete wealth management strategy and therefore closely affiliated with the ChoiceOne Bank team. As a result, this Wealth Management team is able to take a comprehensive approach to a client’s unique banking and credit needs, including real estate financing and cash management. A ChoiceOne Wealth Management experience is as high-tech and high-touch as desired and requested making it personal, complete, and customized to individual tax, financial and personal circumstances.
“As we expand our footprint across Michigan, Wealth Management is a significant part of our service today and key to helping us serve the vast needs of the families, farmers and businesses in our communities,” said Potes. “We are excited to open our new Wealth Management Office in Sparta returning to our roots with private banking, trust services, and many other financial solutions to keep up with the changing lives of our clients.”