Financial 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.

Financial analysis and planning
- Understand your needs to help you formulate long-term investment goals and objectives
- Develop realistic expectations by discussing the risks and rewards of each investment
- Customize a personalized investment plan to meet your financial goals.
- Monitor your portfolio and evaluate performance
Stocks, bonds and mutual funds
Managed Accounts
Higher education planning
- Tax-advantaged investment strategies for the future education of your children
Tax-free investments
Money market accounts
IRAs – Traditional and Roth
- Understand the difference and choose the right individual retirement account to fit your needs
Insurance & asset protection
- Annuities
- Trust planning
- Long-term care insurance
- Life insurance plans
Determine what plan is right to assure your family's financial future will be protected in case of an unexpected loss

Business-centric products and services

We establish and service the following retirement plans for small businesses and self-employed individuals: