Defining your financial goals is the first step in securing your financial security. The JBT Financial Services team will deliver a high level of investment advice, focused personal attention, and commitment – customized to help you reach your investment goals safely and wisely.
You’ll have access to a wide range of investment opportunities throughout the financial markets. Options include:
- Mutual funds
- Tax-free and taxable bonds
- U.S. Government and Federal Agency Securities
- Fixed, indexed and variable annuities
- College, retirement and estate planning*
At JBT Financial Services, our Infinex Investment Executives can help you plan for retirement with solutions including:
- SEP Plans
- Simple IRA Plans
- Traditional IRA Plans
- Roth IRA Plans
We’ll help with the decision making process of rolling over your IRAs to keep the process hassle-free for you.
Enjoy the benefits of face-to-face meetings and personal guidance to help you structure an appropriate financial plan.
For a free consultation to discuss your personal retirement planning goals, please contact Terry Resanovich at 717-389-0255 or Derrik Brown at 717-279-8020.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC.
Member FINRA/SIPC. JBT Financial Services is a trade name of the bank. Infinex and the bank 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
insurance by any bank or bank affiliate. These products are subject to investment risk, including the
possible loss of value.
*We do not provide legal or tax advice. Please consult your legal and/or tax advisor.