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.

Would you like more information?

InvestorServices