Broker Check

616-957-4210

Products & Services

At First Mutual Investment Management®, we provide assistance in the following areas:

Investments and Account Services

Bonds

Common Stock

Educational IRA

Brokerage Accounts

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Learn more

Financial Planning through LPL Financial

Retirement Plans

Tax Plans

401 (k) Planning

403 (b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Learn more

Insurance

Disability Income Insurance

Life Insurance

Long Term Care Insurance

Learn more

Products & Services

At First Mutual Investment Management®, we provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning through LPL Financial

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance