A knowledgeable professional with Investment Professionals, Inc., is available at First State Bank to help you with all your investment needs. As a trusted advisor, they will apply money-saving strategies to your finances, making it easy to plan for the future. Read below for more information on IPI and the services that they offers.
Full Service Financial Planning + Investment Services
Your Goals + Our Expertise
In our experience, our clients are concerned with their investments and accounts mostly as a vehicle to attain their goals and dreams. As professional Financial Consultants, it is our job to help our clients pursue their objectives so they can live their dreams. We believe it is imperative to take the time needed to understand these goals so that we can work together towards the future you have planned.
Our firm believes it is important to have a philosophy that directs our investment recommendations. One of the most basic tenets of this philosophy surrounds our commitment to help protect your hard earned money while working together to grow it.
Solid Resources + Personal Attention
At each stage of the process we welcome you to consult us to answer any questions, concerns, or ideas you may have. In addition, you can access our experienced and knowledgeable back office staff including our retirement, insurance, trust, estate, stock market, and fixed income experts.
Corporate Strength + Individual Commitment
Whether your needs center around your personal goals or involve larger corporate business transactions, we look forward to bringing to bear the resources and experience you will need.
IPI is able to answer any financial questions about:
- Financial Planning
- Retirement Planning
- Estate Planning
- Education Planning
- Insurance & Annuities
- Trust Services
- Private Client Services
- Equity Investments
- Fixed Income
- Global Wealth
- Cash Flow Management
- Anything Financial
Send an email to firstname.lastname@example.org to ask your question.
NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE
All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI are in no way affiliated with or offered by First State Bank, nor is First State Bank a registered broker/dealer. Customers working with Investment Professionals, Inc. will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.