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Investment Professionals, Inc., is a full service broker dealer that specializes in serving the needs of community financial institutions and their customers. IPI's technology and brokerage capabilities allow us to take advantage of their expanded investment research, on-line order entry, timely news and quotations, and first-rate financial planning.
Our investment services office is located at:
Cross Keys Investment Professionals
1401 Hudson Lane
Monroe, LA 71201
(318) 340-9210 (t)
(318) 340-0206 (f)
Investment Products
Investment Professionals, Inc. offers a wide variety of products suited to your individual and business needs, such as:
Services
- Estate Planning
- Business Succession Planning
- Financial Planning
- Retirement Planning
- College Planning
- Customized Seminars
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Insurance
- Life
- Health
- Long-term Care
- Fixed Annuities
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Investments
- Mutual Funds
- Variable Annuities
- Stocks & Bonds
- Tax-Exempt Bonds
- IRAs & ROTH IRAs
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Company Benefits
- 401K
- Profit Sharing
- Defined Benefit Retirement Plans
- SIMPLE IRA
- Key Person Insurance
- Group Insurance
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For more information, please contact us
(318) 340-9210,
Disclosure Information
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The investment products offered are not FDIC insured; products are not
deposits, other obligations, or guarantees of the bank; and are
subject to investment risks, including the possible loss of principal
amount invested. |
Additional Services
Investment Professionals, Inc. offers free financial consultations for individual or business requests
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