Jefferson Cherry Blossom

Services for Individuals:

  • Investment management 
  • Wealth preservation
  • Retirement planning, including IRAs and 401(k) rollovers
  • Retirement income strategies
  • Estate planning strategies
  • Education funding, 529s
  • Insurance strategies* 
  • Annuities and other tax-efficient investment strategies
  • Trust services 
  • Charitable giving 
*Insurance Products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Services for Businesses:

  • Group 401(k) plans, both Roth and Traditional 
  • Profit sharing plans
  • 403(b) plans
  • Individual 401(k) plans
  • Simplified Employee Pension (SEP) plans
  • Savings Incentive Match Plan for Employees (SIMPLE) plans
  • Defined benefit plans
  • Cash balance pension plans
  • Non-qualified deferred compensation plans
  • Key-person and buy-sell funding strategies