Products
Investment Services and Investment Products
Pilot Grove Savings Bank offers a wide range of investment solutions through Pilot Grove Investment Services. Whether you're planning for retirement, growing your wealth, or managing your 401(k), our experienced financial advisors are here to help you create a strategy tailored to your goals.
We provide access to stocks, bonds, mutual funds, annuities, IRAs, and more, all designed to support your long-term financial success.
Get Your Free Portfolio Review
Take advantage of a complimentary portfolio review today. Our advisors will take a second look at your current investments, including retirement accounts, and offer expert guidance to help you stay on track. Contact us today to schedule your free consultation with Pilot Grove Investment Services.
Our Investment Services
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Allocation Review
 Review and optimize your investment portfolio to align with your risk tolerance, financial goals, and long-term strategy.
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Investment Planning
 Partner with us to build a personalized investment plan tailored to your financial goals, risk tolerance, and timeline.
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Retirement Planning
 Set clear retirement goals and achieve them with strategic investment options tailored to your future.
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401(k) & 403(b) Options
 Learn how to manage your retirement funds after leaving an employer with smart rollover and investment options.
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Inheritance Strategies
 Work with our advisors to develop a plan for inherited funds that supports your financial goals, whether short-term needs or long-term growth.
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Employer-Sponsored
Retirement Plan
 Leverage our expertise to create or review a retirement plan tailored to your financial future.
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Our Investment Products
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Individual Retirement Account (IRA)
 A retirement investment account offering tax benefits to help individuals save and grow their money for the future.
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Health Savings Account (HSA)
 A personal savings account designed to help individuals save pre-tax dollars for eligible medical expenses.
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Exchange-Traded Funds (ETF)
 A pooled investment fund, either actively or passively managed, that holds a diversified mix of underlying assets.
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Mutual Funds
 A diversified investment portfolio consisting of equities, bonds, and securities, actively managed by professional fund advisors and market specialists.
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Stocks
 Stocks are securities that signify ownership in a corporation, and their value fluctuates based on the company’s overall performance and market conditions.
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Bonds
 Debt securities in which investors lend money to issuers, such as corporations or government agencies, in exchange for regular interest payments and the return of principal at maturity.
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Annuities
 A financial product designed to help you save money either as a lump sum or through regular payments, providing guaranteed income during retirement or a specified period.
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College Planning
 Explore smart ways to save for college. Ask an advisor how a 529 savings plan can help secure your child’s or grandchild’s education.
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Life Insurance
 A life insurance policy is a contract between an individual and an insurance company that guarantees a payout to the individual’s beneficiaries upon their death.
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Additional Assistance with Tax Planning Strategies and Estate Planning
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a brokerdealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Pilot Grove Investment Services are not affiliated. Insurance and investment products are not FDIC insured, are not a bank deposit, are not guaranteed by the bank or any Federal Government Agency and may go down in value.
Securities offered to residents of Florida, Illinois, Indiana, Iowa, Minnesota, Missouri, South Dakota, Texas, Nebraska and Wisconsin.
Fixed insurance services offered through Pilot Grove Investment Services.
*Neither Cambridge Investment Research, Inc. nor its representatives offer tax or legal advice. Please contact your legal or tax advisor regarding your situation.
Check the background of Brian Jones and Tracy Parks, our Financial Advisors, on FINRA's BrokerCheck.