The appointments are free. The advice is quite valuable.

Cory DenUyl is a smart guy. He's a graduate of Hope College in Michigan, an Accredited Wealth Management Adviser and a licensed insurance agent. He's also a friendly fellow. He meets for free with Arbor Financial members to help them understand their saving and investment options. Give Cory a call and he can start working on a custom strategy that will help you reach your financial goals.

Here are just some of the things you can discuss with Wealth Management advisor Cory DenUyl:

  • 401(k) Plans and IRA Rollovers
  • Roth IRAs
  • Retirement Planning
  • Stocks
  • Bonds
  • Mutual Funds
  • College Savings and Educational Savings Plan
  • Life Insurance
  • Annuities
  • Long-Term Care
Meetings with Wealth Management advisor Cory DenUyl (his last name is pronounced "De-nial") are always free. Just call 269.544.3436 or 800.442.7340 to set up an appointment. One smart financial step you can take is to open an Arbor Financial checking account. You'll get free access to more than 37,000 ATMs throughout Michigan and across the nation, plus fee-free access to Mobile Banking, Web Bill Pay and much more. It's easy to open your account online or switch your account to become an Arbor Financial member.
Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchases you should carefully read the prospectus and prospectuses for the underlying investment portfolio of variable products and other information about the investment company. In addition to carefully reviewing the prospectus you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing. A prospectus may be obtained by contacting Arbor Financial Credit Union Wealth Management or directly from the mutual funds, insurance company, or offering entity.

Securities offered through First Heartland Capital, Inc. Member FINRA & SIPC. Advisory services offered through First Heartland Consultants, Inc. Arbor Financial Wealth Management Services is not affiliated with First Heartland Capital, Inc. Securities offered through First Heartland Capital, Inc. are: not federally insured, subject to market risk including loss of principal, not obligations of, deposits of, or guaranteed by the Credit Union. Arbor Financial Wealth Management is located at 1551 South 9th Street.
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CDs

Various terms with various rates, all structured to deliver guaranteed returns.

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