MEETING YOUR WEALTH MANAGEMENT NEEDS
Services for Individuals and Business Clients: As a full-service broker/dealer, IPI provides a broad range of investment products and services to individuals and business clients. Our 16-year record of success is grounded in our ability to build the strong foundation of trust that drives mutually-successful relationships.
Financial Services Locations
|Gulf Coast||Metro Jackson|
Because IPI financial consultants are genuinely concerned about your long-term financial security, we encourage you to share comprehensive financial information for developing a plan to achieve real objectives. If you are not a candidate for wealth management or estate planning services, you can take advantage of the many products and services we offer to fit our preferences and circumstances.
Using a collaborative approach to help you manage your financial affairs, we provide tailored, dynamic financial solutions over time that consider the needs of all family members. This holistic approach helps you navigate the financial waters in preparation for life and family events such as buying a house, saving for college and retirement.
The products offered by Community Investment Professionals 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. Securities and advisory services offered through Investment Professionals, Inc. (IPI). NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE
> Structured Products Group
> Retirement Planning
> Global Wealth Group
> Education Planning
> Private Client Group
> Estate Planning
> Asset Management
> Trust Services
> Small Business Investment Services
> Fixed Income Group
> Employer Benefits Planning