Investing & Wealth Management

Our team of professionals will help you choose the right investment and insurance solutions for you to ensure your long-term success.

Whether you are new to investments, need help managing your full portfolio, or are looking for coverage for you and your family, as your financial partner, we will help you determine the best plan for your financial growth and security.

Stop by any Jefferson Bank location to learn more.

Annuities

Save for retirement and create a predictable income stream with a long-term financial contract to secure your future. Get started today.

Brokerage Services

Take charge of your tomorrow with an investment strategy that fits both your short and long-term financial goals. Find an advisor today.

Life Insurance

It's impossible to predict the future, so don't. Instead plan for the unexpected by taking the time to cover your loved ones in the case of an emergency.

Retirement Services

When it comes to your retirement, the sooner you start saving, the better. From expert advice to retirement savings solutions, Jefferson Bank can help.

Trust Services

From investment management to estate planning, Central Trust Company adheres to the "Fiduciary Standard" with your best interest driving the conversation.

Retirement Calculators

The starting point for any retirement planning is an understanding of what your retirement needs will be.

Coverage cannot be bound nor changed without speaking directly to a licensed insurance agent. Insurance products are not available in all states. Not a Deposit. Not FDIC Insured. Not insured by any federal government agency. Not guaranteed by the bank or any of its affiliates. May go down in value