Osaic Institutions

Expert Advisory and brokerage services with the attentiveness and cordiality of a local community bank.   

  • Traditional and Roth IRAs
  • Brokerage Accounts 
  • Mutual and Exchange-Traded Funds 
  • 529 College Savings Plans 
  • Life insurance and Annuity products  

Investments are provided through Osaic Institutions Inc. (formerly Infinex). Osaic is a national provider to community financial institutions and was formed in 1993. They are a registered broker-dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

View your Trust Accounts online:

Trust Accounts

Prior to viewing your Trust Accounts online, you must be signed up for this service. To get started, please call us at (540) 665-2400.

Investment and insurance products and services are offered through OSAIC INSTITUTIONS INC. Member FINRA/SIPC. Osaic Institutions located at Bank of Clarke. Osaic and the bank are not affiliated. Products and services made available through Osaic 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.

Disclaimer: Not FDIC Insured. Not Bank Guaranteed. May Lose Value. Not Guaranteed by any Government Agency. Not a Bank Deposit.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. OSAIC INSTITUTIONS INC. U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.