Our customers (individuals, employers and their employees, as well as self-employed entrepreneurs) now truly have the convenience of one independent, local institution for all their financial services.
Jerry Neese is a CERTIFIED FINANCIAL PLANNER™ professional, as well as a Certified Funds Specialist and a Registered Investment Advisor Representative. He also holds Indiana licenses of Life, Health and Accident, as well as Long Term Care insurance. Other services offered include:
- Investment Plans
- Retirement Plans
- Insurance Plans
- Advisory Services
- Tax Management
- Employer Benefits
- Employee Benefits
- Legacy Planning
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- Mutual Funds
- Annuities
- Insurance
- Long Term Care
- Life & Disability
- Health Savings Accounts
- Stocks – Bonds
- Alternative Investments
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As an independent professional, Jerry can collect and explore all relevant information about your personal and financial goals, understand your time frame for results and discuss how you feel about risk.
Contact Jerry at 765.742.1064 for a no obligation, introductory offer (just mention code 1492) or click here for additional information. Or stop by Jerry's office located in our Main Branch at 101 Main St, Lafayette, IN 47901.
These products are not insured by the FDIC; are not deposits or other obligations of the Bank, are not guaranteed by the bank; and are subject to investment risk, including possible loss of the principal amount invested.
All securities through Money Concepts Capital Corp. Member FINRA/SIPC. 7828 E 88th St, Indianapolis, IN 46256
317.841.0370
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