Who is IPI

Investment Professionals Inc. is a full-service broker/dealer that provides a broad range of investment products and services to individuals and business clients. For over 20 years the firm has been known for its down-to-earth, roll-up-your-sleeves approach to helping clients achieve a more secure financial future.

Using a collaborative approach to help you manage your financial affairs, IPI provides 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.

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