COMPANY HISTORY
Jack V. Butterfield Investment Company by John C. Butterfield
My Grandfather began working in the brokerage business with a national firm in 1919. In 1937 he decided to open his own firm, H. H. Butterfield Company. My father, Jack, started working with his father in 1946. My grandfather’s other son, James, decided to join the firm in 1958. His sons, Jack and James, continued to work together for 5 years. At that point, they split the firm into two separate companies, both located in Jackson.
My father (Jack), allowed me (John), to join the firm, Jack V. Butterfield Investment Company in 1979. I had the privilege to work with him in the business until his death in 1983. After my father’s death, I decided to keep the firm’s name in honor of my father.
In 1984, I asked Tim Thayer to help me continue the long standing company tradition of helping individuals manage their financial business. Bob Robidoux joined our team in 1990, Kim Croad in 1992, Aimee Swiatlowski in 2001, Karon Bolton in 2004, and Katie Weir in the fall of 2004.
Our company goal is to create and protect your wealth. We strive to accomplish this by using the following five step process:
- Understand your needs and help you formulate long-term investment goals and objectives
- Help you develop realistic expectations by discussing the risks and rewards of each investment.
- Match your goals and objectives.
- Continually monitor your portfolio and help you evaluate performance.
- Conduct a regular review of your situation to ensure that your strategy stays current.
Beyond the basics, we also offer specialized assistance in the following areas:
- Establish and service retirement plans for small businesses and self-employed individuals
- Retirement plan distribution options
- Developing tax-advantage strategies for children’s education
- Insurance, estate long-term care and trust planning.
Please allow our many years of experience to assist you in building and managing your personal wealth.