In March of 2019, Chelsea State Bank (CSB) partnered with Affinity Wealth Solutions to offer investment services to CSB’s customers. Affinity Wealth Solutions gives CSB customers accessibility to investment services including, investment management, retirement planning, estate planning, insurance planning, education funding and charitable giving strategies. “We are excited to partner with an established firm like Affinity Wealth Solutions to provide sound and trustworthy investment advice,” said John Mann, CSB Chairman and CEO.
Affinity Wealth Solutions, an Ann Arbor based financial services firm, has been assisting clients with their investment needs for over 27 years. About the partnership, Christopher G. DeRuyver, President and Founder said, “We have been enjoying meeting and assisting CSB customers with their investments. We have received a warm welcome and are enjoying getting to know everyone.” The Affinity Wealth team consist of Christopher G. DeRuyver, Grier C. Edwards, and Jacqueline R. Sheehan. As a team, they partner with clients to educate and explain investment options available to meet client’s needs. When it comes to investing there is no one size fits all. The Affinity Wealth team understands that each client’s goals, ambitions, and dreams for their future make them unique.
In life, we often move like racehorses on a track, blinders on and hurrying ahead. We fall into routines, busy with work and loved ones, and tend to avoid taking time to review our financial wellbeing. At Affinity Wealth Solutions, our primary focus is on protecting and preserving what matters most to you. We help guide you in developing a plan designed to chart the course from where you are now to where you want to go – with enough flexibility to allow you to navigate the unexpected along the way. Your financial plan may involve any number of goals that are unique to you, such as: maintaining your current quality of life in retirement, leaving the largest estate possible to heirs, funding a child’s or grandchild’s higher education, providing for an elderly parent, etc. Whatever your financial plan may include, when you work with Affinity Wealth Solutions, you will find a partner dedicated to delivering quality advice with conviction and innovative solutions that help you feel confident pursuing your vision for the future.
The Affinity Wealth team is excited to be partnered with Chelsea State Bank and to be a part of the community. We look forward to meeting more of the community and assisting them with their financial goals.
Christopher DeRuyver of Affinity Wealth Solutions offers securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any bank or depository institution. Funds are subject to investment risks, including possible loss of principal investment. Chelsea State Bank is not a registered broker-dealer or Registered Investment Adviser. Chelsea State Bank and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services offered through Affinity Wealth Solutions. Investments are not insured by any federal government agency. Located in Chelsea State Bank, 1010 S. Main St., Chelsea MI, 48118