Oakleaf Financial Services

Sturgis, Michigan

5.0 (3 reviews)
Call (269) 651-2475 Visit website →

About

Oakleaf Financial Services, based in Sturgis, Michigan, specializes in retirement planning and small business advisory services. The firm's team holds CLU credentials and provides retirement planning services to clients in the area.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CLU

Chartered Life Underwriter

Insurance and risk management expertise, especially life insurance planning

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