Jason D. Smith

Legacy Investment Services, Inc.
(309) 699-8888, Option 1

FARMINGTON

16 E. Fort Street
Farmington, IL 61531
(309) 245-2444 phone
(309) 245-2110 fax

OFFICE Hours

Monday – Friday 8am-4pm

Investment Accounts

Types of Accounts:

Brokerage
Mutual Fund
Advisory
Individual or Joint Accounts
Trust Accounts
Transfer on Death
Traditional or Roth IRA
Simple/SEP IRA
529 College Savings Plan and Custodial Accounts
Employer Sponsored Plans - 401(k), 403(b), 457, Simple IRA, SEP IRA

Call (309) 699-8888 (option 1) today to arrange your personalized financial consultation.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. Legacy Investment Services, Inc., Bank of Farmington Investments, and Woodbury Financial Services, Inc. are not affiliated entities. The information contained in this email message is intended only for the use of the addressee. If you are not the intended recipient, any use, copying, disclosure, dissemination, or distribution is strictly prohibited. If you are not the intended recipient, please notify the sender immediately by return email.

Neither Woodbury Financial nor its representatives provide tax or legal advice. For questions of a tax or legal nature, please consult your tax or legal advisor. For your security, no financial transaction instructions may be accepted by email. Please call (309) 699-8888 to request such transactions. Investments & insurance products are:

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY A FEDERAL GOVERNMENT AGENCY

FINRA | SIPC

Home Page • Account Access

Jason D. Smith

FARMINGTON

OFFICE Hours

Investment Accounts

Types of Accounts:

Call (309) 699-8888 (option 1) today to arrange your personalized financial consultation.