InvestorServices

Take charge of your tomorrow.

Everyone has different reasons to invest, depending on life stage and personal goals. Are you planning for retirement? Saving to fund a child’s education or a vacation home?

Even if you feel individual areas of your finances are under control, it's a good idea to have a comprehensive evaluation of your total economic condition created. Prepared in cooperation with a certified financial planner™ professional, your personal financial plan is tailored to your current financial situation, personal preferences and tolerance for risk.

The first step in reaching your goals is finding the right advisor. That’s why we offer no-obligation initial consultations – an opportunity to get to know each other and explore how our services can benefit you. Let’s talk.

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.

InvestorServices

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/ SIPC).
Insurance products are offered through LPL or its licensed affiliates. Jefferson Bank and InvestorServices are not registered as broker-dealer or Investment advisors. Registered representatives of LPL offer products and services using InvestorServices, and may also be employees of Jefferson Bank. These products and services are being offered through LPL or its affiliates, we are separate entities from, and not affiliates of, Jefferson Bank or InvestorServices.

Securities and Insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits | May Lose Value


The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.