Investment Services
Planning and Advice
Financial advisors at Gerber Federal Credit Union Investment Services can help you organize, understand, control and accumulate your wealth.
Our licensed professionals will build customized strategies to assist you with specific financial goals such as funding educational needs or developing income distribution strategies for retirement. They can also provide you with a written game plan to help you efficiently tackle a number of financial goals at once.
Call (231) 924-4880 and select option 5 to schedule a complimentary one-on-one consultation today to address your specific financial needs.
Products and Services
Financial Resource Analysis
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Net worth calculations
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Budgeting and cash flow studies
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Review of current investments/savings
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Portfolio analysis
Insurance Needs Analysis
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Long-term care insurance
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Life insurance
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Disability income insurance
Tuition Funding Programs
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College cost estimates
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Compare education funding vehicles
Retirement Planning
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Needs analysis
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Income distribution strategies
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Review of pension distribution options
Investment Products*
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Fixed and variable annuities
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Mutual Funds
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Stocks and bonds
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Real estate investment trusts
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Securities brokerage services
Business Solutions
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Deferred compensation plans
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Retirement plans (401 (k), 403(b), profit sharing, etc.)
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Non-qualified retirement programs
Meet our Team
Tony Stumpo, MBA, CFP®
Tony Stumpo is a CERTIFIED FINANCIAL PLANNER™ serving the West Michigan area. He received his Bachelor’s degree from Grand Valley State University in 2008 & 2010 followed by his MBA from Michigan State University in 2017.
He began working as a Financial Advisor in 2018. Tony is an advocate for holistic financial planning and believes there are many non-financial elements that need to be taken into consideration when building financial plans. In addition to investment strategies, Tony is licensed to assist with life, long-term care, disability, and other types of insurance.
When Tony is not in the office he can usually be found at the gym where he enjoys working out and the sense of community. He can also be found traveling the country playing competitive dodgeball. He enjoys spending time with his wife, and son and will do just about anything that keeps him active. Tony holds the series 7 and 66 securities licenses as well as life, health, accident, and variable product insurance licenses.
Schedule a Meeting with Me!
Nicholas VanGeest, CFP®, CPFA
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Nicholas VanGeest is a CERTIFIED FINANCIAL PLANNER™ serving the West Michigan area. He received a Bachelor’s degree from Grand Valley State University in 2009 and began working as a Financial Advisor in 2010.
Nick specializes in helping clients work towards organizing, understanding, controlling and accumulating their wealth. He is an advocate for holistic financial planning and believes there are many non-financial elements that need to be taken into consideration. In addition to investments, Nick is licensed to help with life, long-term care, disability and other types of insurance.
When Nick is not in the office you may find him playing a variety of competitive sports including softball, basketball, volleyball and golf. He also enjoys hiking and doing just about anything outdoors.
Nick holds the CERTIFIED FINANICAL PLANNER™ designation, series 7 and 66 securities licenses as well as life, health, accident and variable products insurance licenses. He also holds the Certified Plan Fiduciary Advisor designation.
*Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchases you should carefully read the prospectus and prospectuses for the underlying investment portfolio of variable products and other information about the investment company. In addition to carefully reviewing the prospectus you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing. A prospectus may be obtained by contacting Gerber Federal Credit Union Investment Services or directly from the mutual funds, insurance company, or offering entity.