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Services

Our Services

At Jack V. Butterfield Investment Company, we’ve been providing trustworthy investment services to individuals throughout the country since 1937. Our experience in wealth management can be utilized to create and implement a successful financial plan for individuals and businesses alike.

 

Retirement Planning

Retirement Planning

Having a sound financial plan is critical for achieving success in retirement. By using our five step process, we will create a sound retirement plan to help you accomplish your objectives.
– Cash flow planning
– Estate Planning

 

Business Owners

Business Owners

Having a comprehensive retirement plan through your business is a great way to stay competitive, attract top talent in the work force, and retain your current employees. We offer a full array of tools to help your business grow.
– 401(k), SIMPLE IRA’s, SEP Plans, Profit Sharing plans
– Key Man insurance
– Buy/Sell agreements
– Business succession planning

 

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Investment Offerings

– Tax-Free Investments
– Mutual Funds
– Exchange Traded Funds (ETF)
– Unit Investment Trusts (UITs)
– Certificate of Deposit (CDs)
– Variable Annuities
– Fixed Annuities

 

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Advisory Services

At Jack V. Butterfield, we offer a broad range of managed account & advisory services to help tailor an investment strategy that meets your personal financial needs and goals.

 

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Traditional & Roth IRA’s, Rollover IRA’s

There are many types of IRA’s you can choose from, each with different tax rules and advantages. Let an advisor at JVB determine which makes sense for you.

 

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College Savings

– 529 College Savings Plans
– Custodial Accounts
– Coverdell Education Savings Accounts

 

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Insurance & Annuities

Insurance is an important part of any sound financial plan. We offer a full array of insurance products to help you protect what is most important to you.
– Life Insurance
– Annuities
– Long-Term Care Insurance

 
 

 

 

Helpful Links

 

 

Jack V. Butterfield Investment Company is a registered Broker-Dealer, member SIPC