Trust and Investment Services

Trust Services


  • Custody Services Agency
  • Investment Management Agency
  • Systematic Investment
  • Traditional IRA's
  • Roth IRA's
  • Educational IRA's
  • Rollover IRA's
  • 2503(c)
  • Revocable Living Trust
  • Irrevocable Life Insurance Trust
  • Charitable Remainder Annuity Trusts
  • Charitable Lead Trusts
  • Grantor Retained Annuity Trust
  • Grantor Retained Uni-Trust

Employee Benefit Services


  • Simplified Employee Pension
  • SIMPLE's
  • Qualified Plans
  • Profit Sharing
  • Money Purchase
  • 401(k)

Brokerage Services


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  • Equity Research
  • Mutual Funds, Stocks, Bonds
  • Traditional IRA's
  • Rollover IRA's
  • Roth IRA's
  • Simplified Employee Pension
  • 403(b)
  • 401(k)
  • WRAP
  • Investment Management
  • Systematic Investment
  • 529 Plans

Insurance Services


  • Term
  • Whole Life
  • Fixed Annuities
  • Variable Annuities
  • Long Term Care

Financial Planning Services


  • Asset Allocation Analysis
  • Financial Planning, including:
    • Retirement goals
    • Education goals
    • Estate Planning

Online Portfolio Review


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  • View your account summary
  • Monitor your portfolio
  • Research potential opportunities
  • Observe your transaction activity
  • View, print, and download detail reports
  • Access to online help system
Money Grows

*Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this web site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside the United States.

Your Representative at
Kent Commerce Bank:
616-974-0200

Brokerage Investment Services
provided through: PrimeVest
Financial Services Inc.

Trust Services provided by:
Paragon Bank & Trust
1-888-612-9511