Financial
Services
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.
To move your investment accounts under the new Table Grove State Bank Financial Services, powered by Legacy Investment Services, simply follow the steps we have included on the second page of this mailing. Our goal is to make the process of working with us as easy as possible.
I am truly grateful for this amazing opportunity to work with a great bank in a great community of people. I have no doubt this partnership will create a powerhouse wealth management service in Table Grove backed by elite, talented fiduciaries who put you first, the bank second, and the financial advisor last.
Warm regards,
Jason D. Smith
To make transitioning your accounts back under Table Grove State Bank Financial Services as easy for you as possible, I ask that you follow three steps:
Reach out to me or my assistants, Amber, or Martina at the following direct phone numbers or email addresses to schedule a meeting:
Meet for an introduction and discussion about your existing accounts. I need to completely understand your financial situation, goals, objectives, and risk tolerance to ensure we are managing your assets appropriately after transferring them under my management.
Provide a recent statement of all accounts you wish to keep under Table Grove Financial Services’ management and complete the client information form we provide. Once signed, our new account paperwork will seamlessly transfer assets under the new Table Grove Financial Services program.
Jason Smith
Amber Geary
Martina Smith
Mailing Address
Legacy Investment Services, Inc.
Attn: Jason’s Team
430 N. Main Street
East Peoria, IL 61611
