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Products & Solutions - IPI in San Antonio Texas


IPI’s success at community institutions stems from our commitment to offering Life Stages solutions to more people, not just upper-income clients. Life Stages financial planning is a big-picture, long-term approach that gives you more flexibility for getting the most from a client’s hard-earned means. Our broad range of product and service offerings enables you to apply industry best practices to meeting more client needs.
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Legacy Planning
  • Wealth Management Solutions
  • Fee-based Advisory Services
  • Business Investment Services
  • Mutual funds
  • Individual securities
  • Fixed & variable annuities
  • Life, health & disability insurance
  • Long-term care insurance
  • Structured products
  • Fixed income
  • Automatic investment plans
  • 529 College savings plans
  • UTMAs, UGMAs
  • Wealth transfer strategies
  • Charitable and endowment services
Sources and Disclosures

NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer and Registered Investment Advisor and member FINRA and SIPC. IPI is a subsidiary of Ameriprise Financial, Inc. The investment services offered by IPI are in no way affiliated with or offered by the bank or credit union where IPI may maintain an office. 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.

1 Best Companies To Work in Texas Source: February issue of Texas Monthly Magazine. Study conducted by the Texas Association of Business, TSC-SHRM and Best Companies Group. Of eligible respondents, 60 companies were chosen in the state of Texas. The confidential survey, data and analysis were handled by an independent research firm.

2 Top Places to Work San Antonio: Survey conducted by Quantum Market Research.

3 Fast Track: Qualifying companies & completed questionnaires are tallied by certified public accounting firm, BDO USA (formerly Carneiro, Chumney) on percentage of revenue growth.

4 Employee Benefits Research Institute. 2012 Senate Committee on Banking, Housing & Urban Affairs Submcomittee on Economic Policy Hearing

5 Pew Research Center. The Sandwich Generation: Rising Financial Burdens for Middle-Aged Americans. January 2013