Exchange Investment Services provides access to the products and services of Osaics Institutions, Inc. Our Exchange Investment Services representative is available onsite at Exchange Bank & Trust and is prepared to assist you with a broad selection of products available through Osaic Institutions, including:
- Portfolio Reviews
- Traditional & Roth IRA
- Mutual Funds
- Fixed and Variable Annuities
- 401(k) Rollovers
- Business Retirement Accounts
- Real Estate Investment Trusts
- Life Insurance
- Long Term Care Insurance
Your Full-Service Financial Center
Our investment professional with Exchange Investment Services is dedicated to helping you achieve your financial goals. John Robinson, Investment Representative, is dedicated to building a long-term relationship with you to provide the on-going guidance you need to help achieve both short and long-term goals.
Complimentary Portfolio Review
The first step is taking a look at your overall financial picture, and it’s complimentary.
To schedule a no-cost, no-obligation appointment, call one of the following numbers:
600 Commercial St.
Atchison, KS 66002
Leavenworth, KS 66048
401 Centre Drive
Lansing, KS 66043
About Osaics Institutions, Inc.
Investment and insurance products and services are offered through Osaics Institutions, Inc. Member FINRA/SIPC. Exchange Investment Services is a trade name of the bank. Osaics Institutions and the bank are not affiliated. Products and services made available through Osaics Institutions 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.