West Shore Bank opens mortgage, wealth management office in Traverse City.

October 4, 2017

West Shore Bank opens mortgage, wealth management office in Traverse City.

LUDINGTON – West Shore Bank has recently opened a mortgage loan and wealth management office at 627 W. Front St. in Traverse City. The Traverse City location will specialize in residential lending as well as providing wealth management services to residents and businesses in northern Michigan. The bank services communities along the Lake Michigan shoreline from Muskegon to now Grand Traverse counties.

“Strategically, expanding into the Grand Traverse area presents a strong opportunity for West Shore Bank,” said Raymond A. Biggs, president and CEO. “We have been providing our customers with expertise and financial solutions that best fit their needs for over 119 years. West Shore Bank is looking forward to delivering that same level of personal care and guidance of mortgage lending and financial advisory services to individuals, families, and businesses in Traverse City and its surrounding areas.”

West Shore Bank provided its first mortgage in 1900 as State Savings Bank of Scottville. “When it comes to residential lending, working with a local lender makes a difference,” said Jeremy Holmes, West Shore Bank’s senior vice president of retail and mortgage loan administration. “Our mortgage teams make local decisions – the whole process happens right here. Our Traverse City mortgage team has over 70 years of residential lending experience, primarily in the Grand Traverse area; they’re experienced lenders who understand the market and the needs of home buyers.”  

West Shore Bank – Wealth Management provides a variety of investment, trust and insurance services to help clients grow, protect and pass on their wealth.

“Our wealth management philosophy is about so much more than investment strategy,” said Brian Moore, senior vice president of wealth management. “Our client-focused approach is one that takes into account the bigger picture for each individual client – it’s more than just accumulating wealth. Using a comprehensive, holistic approach, we take time to understand each client’s unique financial circumstance and develop a deep understanding of their assets, family values and objectives before designing solutions that help them realize their goals.”

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