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Now offering a SPECIAL LOW RATE for newer vehicles. Contact a Lender (http://www.sturgisbank.com/contact-loan-department.htm) today!.. Health Savings Accounts (HSA) help you manage your health care expenses without risking health care coverage. Learn more (http://www.sturgisbank.com/health-savings-accounts.htm)... The Holiday Savings is a great way to put a little money aside throughout the year so you have the money you need for the holidays. Open your Holiday Savings today and enjoy the holidays without feeli.. On Dec. 31, 2011, the U.S. Department of the Treasury will end over-the-counter sales of paper savings bonds. Sturgis Bank & Trust Company will stop accepting applications for bonds on Dec. 29, 20..Auto Loan Special!
03-Nov-2011
Health Savings Account
03-Nov-2011
Holiday Savings Account
03-Nov-2011
U. S. Savings Bonds are Going Paperless
03-Nov-2011
You Are Here: Home : Wealth Management : Oakleaf Financial Services Contact Page Contact Oakleaf Financial Services
We look forward to meeting with you and discussing your financial future.Click here to access your Oakleaf Financial Services LPL Financial Account link.
Oakleaf Financial Services Personnel
Chad Keim, CRPC®
(269) 651-2475, ext. 1304
(800) 362-6827
Chad is a Registered Principal and serves as President of Oakleaf, a subsidiary of Sturgis Bank & Trust Company, and holds a professional license as a Certified Retirement Planner. His degree is in Business Administration from Western Michigan University's Haworth College of Business. He began his career in the Financial Planning Industry in 1994.
Consistent with all Oakleaf Financial Representatives, Chad provides Customized plans for his clients. Whether it is retirement planning, college savings, or reducing taxes, Chad can create a plan tailored for your situation.
M. Vince Little, CFP®
(269) 651-2475, ext. 1305
(800) 362-6827
Vince earned his MBA from Western Michigan University's Haworth College of Business, and also holds the CERTIFIED FINANCIAL PLANNER® Practitioner designation. He began in the Financial Planning Industry in 1997 after serving six years as the Financial Officers of Dury Oil Company, in Sturgis Michigan.
In keeping with the philosophy at Oakleaf Financial Services, Vince seeks to guide and educate his clients. He provides financial and investment counseling to individuals and businesses, with particular emphasis on individual retirement planning and qualified retirement plans.
Brian Oswald
(269) 651-2475, ext. 1320
(800) 362-6827
Brian joined Oakleaf Financial Services in 2007 as a registered LPL Financial Advisor. He brings with him several years of experience in wealth management, financial planning and accumulation strategies. He attended Michigan State University and graduated from Eastern Mennonite University where he received his Bachelor of Science, Business Administration and Finance Degrees, Summa Cum Laude Honors. Using his excellent academic and professional credentials, Brian is committed to helping you make the right financial decisions crafted to meet your goals for the future.
