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CSB Investment Services is a financial advisory service that offers investment, insurance, and financial planning. To provide you this value-added service, Chelsea State Bank has partnered with Investment Professionals, Inc. (IPI), an independent Texas-based investment and insurance brokerage and asset management firm specializing in the on-site delivery of investment programs for community financial institutions across the United States. This partnership also provides access to traditional brokerage and insurance services.  Learn more about IPI at http://invpro.com/. 

Investment and insurance products and services are offered through Investments Professionals Inc. Member FINRA/SIPC. CSB Investment Services is a trade name of Chelsea State Bank. Investments Professionals Inc. and the bank are not affiliated. Products and services made available through IPI 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.

Your CSB Investment Services Representative

Call today to schedule your complimentary consultation!

We invite you to visit with Michael in any of our three Chelsea State Bank Locations at no cost to you. He will answer important questions that can affect your short and long-term financial security. Individual services or comprehensive planning is available based on your preferences and comfort level.* You can contact Mike at (517) 331-4809.

Mr. Voorheis graduated from the Spring Arbor University with a Bachelors of Arts degree. He worked for Michigan National Bank for 15 years. He was President and CEO of a Michigan based credit union. He has been a financial advisor since 2008 at Wells Fargo Advisors and Charter One Investment Services. Currently he serves as Financial Advisor for CSB Investments Services. Mr. Voorheis holds FINRA Series 7 and 66 licenses. He is also licensed for Accident and Health, Life and Variable Insurance.

THE IMPORTANCE OF INVESTING

You’ve worked hard for what you have and deserve to have the future you want. Your financial future depends in large on decisions you make today. When you take the time to build a financial plan you are taking the first step in achieving your goals and we will be there with you every step of the way.

WHY INVEST?

Developing an investment plan requires you to quantify your goals and could greatly improve your chances of achieving the retirement you have dreamed of. It could help maximize the chances of meeting the objectives in your financial plan that best aligns with your financial goals.
Regardless of the state of your current financial picture, it’s always a good idea review your financial plan and understand how it relates to your financial goals and be aware of the options you can take that can help your financial well-being.

 WHY HAVE A FINANCIAL CONSULTANT?

Having the support and knowledge of a Financial Consultant may improve your chances of having a more secure future for you and your loved ones. Michael can help guide you through the steps you should be taking to best align your investment objectives with your financial goals. You may even discover new opportunities that you haven’t thought of or you may better understand the ones you currently have and improve them to better fit your specific needs.

 PRODUCTS + SERVICES

·         FINANCIAL PLANNING

·         FIXED INCOME

·         CUSTOMIZED INVESTMENT SOLUTIONS

·         RETIREMENT PLANNING

·         INSURANCE & ANNUITIES

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Fixed & variable annuities

     
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Life insurance, including Term Life, Universal Life, Variable Universal Life, Single

              Premium Life, Return of Premium Term, Universal Life with Long-Term Care Benefits

     
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Health insurance

     
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Disability insurance

     
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Long-term care insurance

·         PRIVATE ASSET MANAGEMENT

·         EDUCATION PLANNING

·         ALTERNATIVE INVESTMENTS

·         GLOBAL WEALTH SERVICES

·         LEGACY PLANNING

Your Money. Your Community. Your Future.
Keep it Local

 

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Michael Voorheis

Michael Voorheis
 

Financial Advisor

CSB Investments Services

Contact Information:

Main Office:  (734) 385-1126
Cell Number:  (517) 331-4809
Michael.voorheis@invpro.com

Call or email any questions or to schedule an appointment.