Terry Resanovich and
Bob Harris are ready to listen to your investment and trust goals. We value your relationship with JBT and welcome the presence of your attorney in all planning discussions. Together, we can establish a solid financial future for you and your family. Contact Terry or Bob today.

Defining your financial goals is the first step in securing your financial security. JBT’s Investment & Trust Services Division will deliver the highest level of investment advice, focused personal attention, and commitment – customized to help you reach your investment goals safely and wisely.

Our investment officers pay close personal attention to your situation and monitor the markets to keep your portfolio properly structured to help you meet your investment goals. For a free consultation to discuss your personal investment goals, contact us.

Our full range of trust programs help minimize tax liabilities, conserve your estate, and give you and your loved ones true peace-of-mind. To learn more about our trust options and make an appointment for a free consultation, contact us.

Investment Services

Investments
More than that, we offer unparalleled investment services. Our Infinex financial advisor is registered with the Financial Industry Regulatory Authority (FINRA).

With JBT, you’ll have access to virtually every investment opportunity in any financial market. Options include:

  • Mutual funds
  • Tax-free and taxable bonds
  • Stocks
  • U.S. Government and Federal Agency Securities
  • Fixed, indexed, and variable annuities
  • College, retirement, and estate planning

Retirement plans
At JBT, our Infinex investment specialist can help you plan for retirement with SEP Plans, and a full range of IRA Plans – Traditional, Roth, and Simple. And, we’ll handle rolling over your IRAs, to keep the process hassle-free.

Investment and insurance products are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and JBT are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

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Trust Services

Investment management
At JBT, you can combine the management of your short-term assets with your long-term financial goals. With all your accounts under one roof, funds can be easily credited and debited to your checking and savings accounts with a single phone call.

Executor services
Complex estates and increasing taxes have made the duties of executor quite difficult if the executor lacks sufficient financial skills and experience. The executor must perform the functions of accountant, bill collector, and tax expert. With JBT as your executor, our Trust Officer provides personal, efficient and cost-effective administration of your estate. More important, he or she becomes a vital link with your family – available at any time to answer questions and discuss the progress of estate administration.

Testamentary services
If your will calls for long-term management of funds in trust, JBT can help keep the principal safely and productively invested, pay income to named beneficiaries, and minimize tax liabilities. Again, these services are provided with an attention to efficiency and cost-effectiveness, as well as to the concerns and needs of your family and heirs.

Living trustee services
As your trustee, we take possession of securities and manage them, as always mindful of your personal investment goals. We also perform all the troublesome paperwork associated with trust management. Income from the Living Trust is paid to you or a designated beneficiary, with additional benefits of protection in the event of disability, possible tax advantages, and the flexibility to amend or terminate the trust to meet the changing needs of your family.

Estate planning services
JBT can provide a comprehensive Estate Planning review to make certain your wills are up-to-date and that you understand all available alternatives to reduce or eliminate excessive taxation and probate costs.

Asset protection services
In today’s changing economic environment, we can work with you to protect your wealth. Our expert analysis can help you reduce income taxes, save money toward retirement, eliminate debt, and finance educational expenses.

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Investment Services

Investments
Retirement plans

Trust Services

Executor services
Testamentary services
Living trustee services
Estate planning
Asset protection

Securities offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and JBT are not affiliated.

• NOT A DEPOSIT
• NOT FDIC-INSURED
• NOT INSURED BY ANY
 FEDERAL GOVERNMENT
 AGENCY
• NOT GUARANTEED BY THE
 BANK
• MAY GO DOWN IN VALUE

 

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