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Investment Professionals, Inc. (IPI) is an independent Texas-based investment, insurance brokerage and asset management firm specializing in the increase of ROA and ROE and the on-site delivery of investment programs for financial institutions across the United States. IPI currently partners with more than 140 financial institutions across the country, whose assets range from $50 million to over $10 billion. IPI has more than $7 billion under management for over 90,000 clients, has no debt and currently employs over 450 people. IPI is a registered broker-dealer, registered investment advisor and member of FINRA and SIPC.
United Planners Financial Services is a Scottsdale, AZ-based company in the Financial Services sector.
Wellington Shields & Co. is a New York, NY-based company in the Financial Services sector.
Perspective Consulting Inc is a Collegeville, PA-based company in the Financial Services sector.
Retirement Plan Services Inc is a Saint Louis, MO-based company in the Financial Services sector.