Legence Investment Services

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Why Legence Investment Services?

When a team works together, complex planning can be simplified. Our approach starts by understanding that each client is unique and collaborates to build plans for each individual and family. We deliver access to customized investment solutions and challenge you to achieve the outcomes you desire. We provide a wide range of investment and insurance solutions to individuals, businesses, and non-profit organizations. From 401(k) pension rollovers, to education funding, to long term care management – our team of professionals will provide you with the knowledge and guidance to make informed decisions about your investments.

Why Invest?

Are you wondering why you should invest? How you can invest? One of our Financial Advisors will provide a free consultation to evaluate your financial situation. There is no obligation to invest if you simply just want to meet and learn about the options we provide. Our team will listen to your needs and develop a tailored plan to help you and/or your family achieve your financial goals.

With investments, there are countless options and our team is ready to help YOU!


WHO WE SERVE:

  • Individuals and their families
  • Private business owners
  • Agribusiness
  • Nonprofits






ADDITIONAL SERVICES:

  • 401(k) Rollovers
  • Traditional and Roth IRAs
  • Educational Savings
  • Employer-Sponsored Retirement Plans
  • Stocks, Bonds, Mutual Funds, Annuities
  • Long Term Care and Life Insurance
  • Investment Advisory Services
  • Charitable Giving Strategies
  • So much more!

DIVERSIFIED INVESTMENT OPTIONS: 

  • Stocks
  • Mutual Funds
  • Bonds
  • Annuities
  • CDs
  • Money Market Accounts
  • Life Insurance
  • Long-term Care Insurance
  • Disability Income Insurance

Meet Our Team

Paula Headshot

Paula Rightnowar

Financial Advisor

Phone: 618-242-5692 ext. 4213

Email Me
Hank Headshot

Hank Skaggs

Financial Advisor

Phone: 618-457-4843 ext. 4264

Email Me

To download the Legence Investment Services Brochure click on the image below.

Legence Investments Services Brochure

Check the background of this investment professional on FINRA's BrokerCheck

Legence Investment Services is a division of Legence Bank (LB). Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment

Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and LB are not affiliated.