The Buikema/Oursler Retirement Planning Team

The Buikema/Oursler Retirement & Investment Planning Team

Purpose Statement
These days, you face a very different financial world than in years' past. The breadth and complexity of today's investment opportunities are vast, and investing in this ever-changing environment requires more expertise and specialized knowledge than ever before. That's why it is important to build a relationship with dedicated investment professionals who understand your long-term needs and can help navigate through the uncertainty with your best interests in mind, advisors who can help you prepare for a more secure financial future.

Matt Buikema, Mike Oursler, Travis Morse, and Laura Bean are those people – partners in sound investment strategies now and for years to come.

Matt Buikema - Senior Vice President, Investments & Branch Manager (Back Left)
Mike Oursler, CEP® - Financial Advisor (Front Left)
Travis Morse - Financial Advisor (Front Right)
Laura Bean - Registered Service Associate & Branch Operations Manager (Back Right)

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*Membership is based mainly on assets under management, education, credentials
and fiscal year production. Re-qualification is required annually since prior membership
is no assurance of future membership.

Your Rights as a Client:

Courteous service
A trustworthy and competent financial advisor
Suitable recommendations
Timely transactions at the best available prices
Full disclosure of costs and risks
Clear communications
Comprehensive statements and trade confirmations
Prompt error and complaint resolution
Strict confidentiality

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