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Products & Services - Oakleaf Financial Services


Checking | Loans | Business Accounts | Savings Accounts | Certificate of Deposits | Other Services | Calculators | 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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