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About Investment Professionals Inc
Investment Professionals, Inc. (IPI) is a full-service broker/dealer, insurance brokerage, and asset management firm based in San Antonio, Texas. Established in 1992, IPI specializes in delivering a variety of financial services directly to clients.
The company offers investment brokerage services, including access to equity investments, fixed income products, and REITs. IPI also provides insurance and annuity products, comprehensive wealth management, and financial planning services, which encompass retirement, estate, and education planning. Additionally, IPI assists businesses with succession and exit planning strategies. The firm supports financial consultants through recruitment, training, and ongoing support to enhance their service capabilities.
IPI serves a diverse clientele, including financial institutions, independent financial consultants, and individual investors. The firm has been recognized as one of the top workplaces in San Antonio, highlighting its commitment to employee satisfaction and community engagement.
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