Our Products
Pilot Grove offers a wide array of investment services and investment products.
Pilot Grove Investment Services, a subsidiary of Pilot Grove Savings Bank, is a comprehensive investment center that offers stocks, bonds, mutual funds, and other financial products. No matter your financial objectives or goals, our investment representatives will help you develop a plan designed to meet your financial goals.
Contact us for a complimentary second look today!
The financial advisors with Pilot Grove Investment Services are available to review your current financial portfolio, including your 401k. Take advantage of this complimentary second look by calling and making an appointment today!
Our Investment Services
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Allocation Review
 Review and guide your investment portfolio and align it with your risk tolerance and goals.
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Investment Planning
 Work with us to create an investment plan that suits your goals, objectives, and time frame.
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Retirement Planning
 Determine your retirement savings goals and learn how to achieve them through a variety of investment options.
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401(k) & 403(b) Options
 Explore several options for retirement funds after leaving an employer.
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Inheritance strategies
 Discuss different strategies to achieve short, intermediate, and long-term goals with inherited funds.
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Employer Sponsored
Retirement Plan
 Utilize our services and expertise to establish or review a retirement plan.
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Our Investment Products
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Individual Retirement Account (IRA)
 A type of investment account that allows individuals to save for retirement with a tax advantage.
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Health Savings Account (HSA)
 A type of personal savings account that allows individuals to save money on a pre-tax basis to pay for qualified medical expenses.
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Exchange-Traded Funds (ETF)
 A pooled investment security, passive or actively managed, that holds multiple underlying assets.
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Mutual Funds
 A portfolio of equities, bonds, and securities professionally managed by a fund advisor and stock market expert.
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Stocks
 A type of security that represents an ownership stake in a company. The performance of a stock depends on the performance of the company.
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Bonds
 A type of security where the investor lends money at a fixed interest rate to the bond issuer, usually a company or government agency.
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Annuities
 A type of insurance contract that allows you to set aside money today or over a period of time and receive a stream of income in the future.
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College Planning
 Discover the best ways to start saving for your children or grandchildren's college education. Ask an advisor about the 529 savings plan.
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Life Insurance
 A contract between an individual and an insurance company that ensures the life insurance company will pay a sum of money to the individual's beneficiaries after death.
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Check out Articles
Hand-Picked
by our Financial Advisors
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Additional assistance with tax planning strategies* and estate planning*.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a brokerdealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Cambridge and Pilot Grove Investment Services are not affiliated.
Insurance and non-deposit investment products are not FDIC insured, are not a bank deposit, are not guaranteed by the bank or any Federal Government Agency and may go down in value.
Securities offered to residents of Florida, Illinois, Indiana, Iowa, Minnesota, Missouri, South Dakota, Texas, Nebraska and Wisconsin.
Fixed insurance services offered through Pilot Grove Investment Services.
*Neither Cambridge Investment Research, Inc. nor its representatives offer tax or legal advice. Please contact your legal or tax advisor regarding your situation.
Check the background of Brian Jones and Tracy Parks, our Financial Advisors, on FINRA's BrokerCheck.