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

 

 

Not FDIC Insured. No bank guarantee. May lose value.
Securities related products and services made available through Oakleaf Services Corp. (Oakleaf), a subsidiary of Fairport Savings Bank (FSB), are offered through Cadaret, Grant & Co. (CG), Inc., Member FINRA/SIPC. Insurance products and services are offered through Finger Lakes Investments Corporation (FLIC), CG and FLIC are not affiliated with Oakleaf or FSB, its affiliates, divisions, or subsidiaries. The CG OSJ Office for Oakleaf is located at 1159 Pittsford-Victor Rd., Suite 250, Pittsford, NY 14534. (585) 389-0326