JVB Investment Company

Our
Financial
Services

JVB INVESTMENT COMPANY

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


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


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.


  • Retirement Plans

  • Key Main Insurance

  • Buy/Sell Agreements

  • Succession Planning


 

Investment Offerings


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  • Tax Free Investments

  • Mutual Funds

  • Exchange Traded Funds (ETF)

  • Unit Investment Trusts (UITs)

  • Certificate of Deposit (CDs)

  • Variable Annuities

  • Fixed Annuities


 

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.


 

 

IRA's


Traditional, Roth IRA's, and 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.


 

 

College Savings


Traditional, Roth IRA's, and 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.


  • 529 Plans

  • Custodial Accounts

  • Real-time Control

  • Coverdell Accounts


 

Our Process


Our financial planning process begins by stepping into our clients shoes and understanding their immediate and long term financial goals and their current financial state. We establish a relationship with our clients as people, gather all comprehensive data, analyze and evaluate, develop a custom financial strategy, and continue to monitor and adjust throughout our partnership.


Our Process Contact Us


JVB INVESTMENT COMPANY

Our Team

John Butterfield

President, Since 1979

Tim Thayer

Vice President, Since 1984

Jason Butterfield, CFP®

Regional Vice President Since 2009

Ben Butterfield

Retirement Plan Consultant, Since 2015

Nick Butterfield

Registered Investment Advisor Representative, Since 2012

David Cavender

Financial and Operations Principal, Since 2017

Katie Potter

Registered Sales Associate, Since 2004

Aimee Swiatlowski

Assistant, Since 2001

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