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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