Oakleaf InvestmentsProducts & Services

Whether you need help with just one financial issue or advice on investing over a lifetime, we're ready with a wealth of resources. And, unlike some financial consultants, we do not charge a fee for consultation or for developing a comprehensive plan.

Here are some of the many ways we can help:

  • Retirement Planning
  • Estate Planning
  • College Planning
  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Tax Free Investments *
  • Mutual Funds
  • Stocks / Bonds
  • Fixed & Variable Annuities
  • Fixed Income Securities
  • 401(k) Rollovers

*Consult tax advisor for tax advice.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Oakleaf is a subsidiary of the bank. Infinex is not affiliated with either entity. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.