Investment Services

Investment Services

When your investment needs go beyond what traditional banking products can offer.

Schedule an Appointment

Fixed and Variable Annuities
Retirement Plans
Life Insurance
Mutual Funds
Stocks and Bonds
Tax-Advantaged Investments
Unit Invstment Trusts

About First Home Investment Services

When it comes to your financial dreams, taking action is vital to your success. But that’s not always easy. You know where you are— and where you want to go. My aim is to help you get there. As an adviser with over a decade of experience, you can feel comfortable working with someone who has your best interest in mind. I will work with you to develop a strategy that focuses on the unique challenges you face, because no two clients are alike. In Today’s world there is a lot of information available to us at the push of a button, this is where I can help. I have the in-depth knowledge necessary to assist you in identifying what works best for you. First Home Bank and First Home Investment Services work as a team to provide a comprehensive service all conveniently located in your local branch.

Client-Centered Approach

It’s about you and your dreams:

  • Retirement savings - before and during your retirement
  • Protect your family or business with risk management solutions
  • Save for college, weddings, vacation or a second home expenses
  • Minimize taxes through tax-advantaged investing 1
  • Gain confidence in your investment choices while creating income opportunities
  • Preserve your wealth and create a legacy for your family
  • Increase your understanding of Social Security
  • Fulfill your charitable wishes

Roderick Jefferson, Financial Advisor

First Home Investment Services

700 Central Ave,
St. Petersburg, FL 33701

Office: 727-258-2978
Cell: 727-244-8894
Email: Roderick.Jefferson@Firsthomebank.com

Schedule an Appointment

Give us a call at 727-258-2978 or fill out the form below to get in touch with Roderick.