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About Our Team
Pilot Grove Investment Services prides itself on having the resources and technology of big firms, but the feel of your neighborly small town business.
We work with broker-dealer Cambridge Investment Research, Inc. One of the largest and most respected independent financial solutions firms, Cambridge provides valuable tools and resources to help us meet our clients' needs.
Brian Jones, Tracy Parks, and Jordan Sathoff (photographed above), seek to understand their clients' financial needs. They can assist in building a portfolio that meet your goals, objectives, risk tolerance, and time horizon. Need a second opinion on your current portfolio? Schedule a meeting with Brian, Tracy or Jordan by clicking the links below. They are available to meet with you at any of our Pilot Grove Savings Bank branch locations.
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 Arizona, Florida, Illinois, Indiana, Iowa, Minnesota, Missouri, South Carolina, South Dakota, Texas and Wisconsin.