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    • Investment Services
    • InvestorServices

      Whether you’re just starting to think about investing or want to re-examine current strategies, we offer financial planning services tailored to your current financial situation, personal preferences and risk tolerance.

      InvestorServices will help your business achieve its short- and long-term financial goals. Because we are located at Jefferson Bank, we will work directly with your business banker as a team of financial professionals ready to serve all your financial needs.

      Business Retirement Plans

      • 401(k) Plan administration
      • Savings Incentive Match Plan for Employees (SIMPLE)
      • Simplified Employee Pension (SEP)

      Retirement Savings Rollovers

      • Self-directed IRAs

      Investment Products

      • Stocks
      • Bonds
      • Mutual Funds
      • Annuities
      • Unit Investment Trusts
      • Real Estate investment Trusts
    • We’re here for you. Make that phone call today at 573.634.0895 or 573.634.0853, or leave your contact information and we’ll contact you within one business day.

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    • InvestorServices