Invest & Plan
Build your financial future
Investing in your future is one of the smartest things you can do. After all, you know better than anyone the kind of future you want to live. Our investment service professionals can help you assess your current situation, consider your options, device a plan to meet your financial goals, and help you make and tend to those investments so that when the time comes, the money you need is there.
Save for the future and make your money work for you with:
Individual Retirement Accounts
Individual Retirement Accounts (IRAs) are a common investment vehicle that offers you the chance to put money aside for later, while also giving significant tax breaks.
Investment Services
Looking to invest but don’t know where to start? Our investment service professionals can offer insight, help you plan, and get your money working for you.
Custodial & Trust Accounts
Many types of Jovia accounts can be set up as either a Custodial or Trust account relationship.
Why invest with Jovia?
- Our investment services help supplement the other savings products we offer
- We have a wide variety of investment options
- We get you the expert advice you need to succeed
Beyond your day-to-day banking needs, long-term financial planning is essential to a healthy financial future. Plan for retirement and beyond with the investment professionals at Jovia!