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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
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Jefferson Bank and InvestorServices Advisors are not registered broker/dealers and are not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured Jefferson Bank deposits and are not FDIC insured. These products are not obligations of Jefferson Bank and are not endorsed, recommended or guaranteed by Jefferson Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL representative associated with this website may discuss and/or transact business with residents of all states and the District of Columbia, except DE, ID, ND, RI.

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