• 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