Person pointing at a projection of growing investments

Investments

Make Your Money Work for You

Jefferson Financial is proud to offer some of the most competitive rates in Louisiana. Whether you’re new to investing or looking to expand an existing portfolio, we’ve got options for you.

Compare the options below to learn which types of investments work best for your needs.


Invest in your future

An IRA isn’t just for retirement anymore. Our options give you the flexibility to also save for college, a home or whatever your future holds.
 
Traditional IRA
Green Arrow BulletTax-deductible contributions
Green Arrow BulletExpanded income limits
Green Arrow BulletPenalty-free withdrawals for qualified higher-education expenses & first-time home purchase
 

Roth IRA
Green Arrow BulletContributions are not tax-deductible
Green Arrow BulletOpportunity for tax-free earnings
 

IRA Brochures

Better rates, more earnings

Jefferson Financial offers some of the most competitive Rates on share certificates (sometimes referred to as CDs), making them a more valuable financial investment than regular share savings accounts.

There are a variety of options when choosing a Certificate:
Green Arrow BulletStandard & IRA Certificates
Green Arrow BulletEarn high returns at fixed rates
Green Arrow Bullet$1,000 minimum investment 
Green Arrow BulletJumbo Certificates (minimum $10,000)
Green Arrow BulletInsured up to $250,000 by the NCUA 




Additional options

Jefferson Financial understands there are more opportunities for investing which we currently do not offer. However, in order to meet the needs of our members, we have partners who are ready to guide your investing to the next level. Contact one of our investment partners to learn more!

Green Arrow BulletCompass Capital Management ( Greater New Orleans Area)
Green Arrow BulletSWBC Investment Services (Livingston/Baton Rouge/Lake Charles)