Investments and Financial Planning

Investment Professionals, Inc. 

 

Looking for comprehensive financial planning and investment service?*

The financial consultants of Investment Professionals, Inc. (IPI) can help match your current financial picture, investment objectives, and tolerance for risk with appropriate investment options that may include:

  • Mutual Funds
  • Stocks and Bonds
  • Fixed and Variable Annuities
  • Insurance Products
  • Options

IPI

IPI offers a broad range of products to service client investments through a wide variety of market cycles.

In 2007, 2006 and 2001, IPI was named the Most Highly Rated Bank Brokerage Firm in the U.S. It is one of the fastest growing companies in San Antonio, one of the Top 25 Best Places to Work in San Antonio and one of the 75 Best Companies to Work for in Texas. IPI has no debt and is strongly positioned for the future.**

While no one can guarantee future performance, a disciplined investment strategy and a variety of investment options can create the foundation for a successful investment program.

Available at all
Banking Center Locations

Call 210-283-6600
for more information



INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE

 


*Securities and Investment Advisory Services are offered through Investment Professionals, Inc., member FINRA and SIPC. **Most Highly Rated Bank Brokerage Firm by American Banker Study. Source: 1997-2007 national "Studies of Bank Brokerage and Retail Investment Services" conducted by American Brokerage Consultants (ABC), St. Petersburg, FL.

 

210.283.6500 • Outside San Antonio call toll-free 800.531.7650

Telephone Banking Center (Service Representative) 210.283.6611
24 Hour TeleBank (Access Your Account) 210.283.6505

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