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

 

 

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

 

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

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

All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer and Registered Investment Advisor and member FINRA and SIPC. The investment services offered by IPI are in no way affiliated with or offered by Broadway Bank. Customers work solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. 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. IPI and Broadway Bank are separate entities.

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