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
- Mutual Funds
- 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.