Investment Services

Investment products are not insured by the FDIC, are not deposits, and may lose value.

Comfortable and inviting.  Just like home, the same can be said for Hometown Investment Services.

Here, it’s always been about making you happy.  We figure if everyone who walks through our door is greeted with a warm welcome and receives really helpful service, they’ll be back for more.

Many investment firms seem to be pushing customer service aside by making it more and more difficult to talk to a real, live person.  With Hometown Investment Services, you can call or stop by and talk to us.  Investment services here at home.

Think about all the things that make you feel comfortable and at home.  Qualities like respect.  Support. Lifelong relationships.  Honest answers.  A sense of belonging and being understood.  Shared values.  Time and freedom to be yourself.  And a place that’s just worth being.  At Hometown Investment Services, you’ll find everything’s just how you like it.  Come home and see.

Investment planning is about much more than insurance and investments.  Real investment planning is about sitting down with someone you trust, someone with experience who understands the range of options available and can develop a strategy to help you reach your goals for your family and your future.  That’s what we do.  We listen to your goals and hopes and dreams, whatever your age or life stage, and we help you create a plan to make them come true.

Hometown Investment Services, located at Hometown Bank, has formed a relationship with Osaic Institutions.  Through this relationship, our customers have access to a full range of investment options.  Offering securities through Osaic Institutions, allows us to help individuals, families and business owners with their investment needs.  Whenever you have questions regarding investments, retirement plans, college savings plans, insurance or other financials concerns, we are here to help.

Matthew Taylor
606-526-2710
matthew.taylor@osaicinstitutions.com

Matthew Taylor is the program manager and an Osaic Institutions Executive. Matthew graduated from Eastern Kentucky University in 2015 with an accounting degree. Matthew is fully registered with a Series 7, Series 65, and several insurance licenses.

Stop by for a comprehensive financial review and talk with Matthew about your dreams today.  We’ll help make them come true.  Let’s get started:  the earlier you begin to make these plans, the more effective your strategy may be.  For more information, call 606-526-2710.

Retirement Plans

Live your dreams when you retire. Let us help you determine which of the many available options fit your circumstances and needs.

• Traditional IRA
• Roth IRA
• IRA Rollover
• Business Retirement plans
• Simplified Employment Pension plans
• 401(k) Rollover
• Annuities
• And more

Wealth Transfer Strategies

Let us help develop a plan to preserve your wealth—and dispose of that wealth according to your wishes.

• Asset allocation
• Business succession

Education Funding

• Planning for college expense
• Coverdell Educational Savings Account
• 529 College Savings Plans

Business Plans

Let us help you plan for the smooth operation of your business.

• Insurance for owners and employees
• Succession plans
• Group Retirement plans
• And more

Investments

You can enjoy many of the features of a full-service brokerage house at a fraction of the cost. Our experienced professional staff will handle your transactions with care.

• Fast, accurate execution of trades
• Choice of stocks, corporate bonds, municipal bonds, mutual funds
• UITs
• Money Market funds
• Brokered Certificates of Deposit

Long-term Care Insurance

How can you plan for the long-term care you’re most likely to need? How can you protect your family? Let Hometown help.

• Home- and community-based assisted-living
• Nursing home care
• Protection against “spend-down” of assets
• And more

Your Investment Executive will work with you to:

• Analyze your current financial position.
• Help you establish and prioritize your goals.
• Help you make an informed decision about the products that best meet your needs.
• Implement your decisions promptly and accurately.
• Monitor the performance of your investment choices.
• Review your investment plan with you on a regular basis.

Our dedicated client service staff can help you with all your needs, including:

• Changing the distribution option for an account
• Establishing a systematic investment or withdrawal plan
• Changing an IRA account beneficiary
• Transferring an account from another financial institution
• Other valuable services
• 401(k) rollovers

Securities and insurance products offered by OSAIC INSTITUTIONS, INC., member FINRA/SIPC. Hometown Investment Services is a trade name of Hometown Bank. Osaic Institutions and Hometown Bank are independent entities.

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