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

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