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Products & Services - Oakleaf Financial Services
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Oakleaf Financial Services |
Trust Services
Investment products which provide tax advantages, income, or growth
are available to the Bank's customers through
Oakleaf
Financial Services, Inc., a wholly-owned subsidiary of Sturgis
Bank & Trust Company. The available investments include:
- Stocks, Bonds, Money Market Funds, Tax-Free Bond Funds
- Stock Funds, Tax-Deferred Annuities, Unit Investment Trusts
- IRAs, SEP IRAs, 401Ks, Roth IRAs, Simple IRAs
- Business, College, and Retirement Planning
- Life Insurance
- Long-Term Care Insurance
- Fee-Based Planning
These financial products are not deposits with or obligations of
Sturgis Bank & Trust Company, are not guaranteed or endorsed by the
financial institution or its affiliates, and are not insured by the
FDIC, The Federal Reserve Board or any other government agency.
Purchases of non-deposit products involve investment risks including
possible loss of principal amount invested.
Securities are offered through Linsco/Private Ledger, member NASD/SIPC.
The Bank is not a broker/dealer, nor is it affiliated with Linsco/Private
Ledger.
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