Proudly Introducing
Jason D. Smith
Dear Customers and Friends of Table Grove State Bank,
I am very proud and excited to introduce myself as the financial advisor of Table Grove State Bank Financial Services, a partnership between Legacy Investment Services and Table Grove State Bank. Through this partnership, we plan to greatly enhance the scope and quality of services provided to customers of the bank’s financial services program.
My top priority is to create a lasting, stable, transparent wealth management service for customers wishing to transition assets under my management. As we ramp up this new partnership between the bank and Legacy, we encourage you to throw at us all your questions and concerns. We’re eager to assist everyone with a much higher level of service and care. Legacy has the expertise, resources, and scale to work with everyone wanting to keep their investment accounts under the umbrella of the bank.