Investments Products and Services
Our team offers a wide array of investment products and services.
The investment climate has never been more challenging than it is today. Pilot Grove Investment Services, a subsidiary of Pilot Grove Savings Bank, is a comprehensive investment center that offers stocks, bonds, mutual funds, and annuities, to name a few. Whether your objective is retirement planning, investment advice, or college planning, our investment representatives will help you arrange a plan designed to meet your financial goals.
Contact our team for a complimentary second look today!
The advisors with Pilot Grove Investment Services are available to review your current financial portfolio, including your 401k. Take advantage of receiving a complimentary second look by calling and making an appointment today!
Our investment services include:
Review and guide your investment portfolio to align with your risk tolerance and goals.
Assist in creating an investment plan that best suits your goals, objectives, and time horizon.
Determine your retirement savings goals and how to achieve them with a variety of investment options.
401(k) & 403(b) Options
Assist in exploring several options for retirement funds after leaving an employer.
Discuss different strategies to achieve short, intermediate, and long-term goals from inherited funds.
Offer services and expertise to establish or review a retirement plan.
Our investment products include:
Individual Retirement Account (IRA)
A type of investment account that allows individuals to save for retirement with a tax advantage.
Health Savings Account (HSA)
A type of personal savings account that allows individuals to save money on a pre-tax basis to pay for qualified medical expenses.
Exchange-Traded Funds (ETF)
A pooled investment security, passive or actively managed, that holds multiple underlying assets.
A portfolio of equities, bonds and securities professionally managed by a fund advisor.
A type of security that represents an ownership stake in a company. The performance of a stock depends on the performance of the company.
A type of security where the investor lends money at a fixed interest rate to the bond issuer, usually a company or government agency.
A type of insurance contract that allows you to set aside money today or overtime to receive a stream of income in the future.
Receive help finding the best way to start saving for your children or grandchildren's college years. Ask an advisor about the 529 savings plan.
A contract between the individual and an insurance company ensuring the life insurance company will pay a sum of money to the individual's beneficiaries after death.
Check out Articles
by our Advisors
Additional assistance with tax 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.