Investment Planners
Finance · Illinois, United States · 201-500 Employees
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Overview
Headquarters
226 W Eldorado St, Decatur, Illinois, 62...Phone Number
(217) 425-6340Website
www.investment-planners.comRevenue
$72.5 MillionIndustry
About Investment Planners
IPI Wealth Management connects independent financial professionals with holistic support to help them thrive and focus on their clients. The company offers personalized services tailored to the unique needs of advisors, whether they are just starting or looking to grow their business. With over 35 years of experience, IPI provides scalable services including compliance, technology, operational support, and marketing to enhance client relationships and streamline operations. Their mission is to empower financial professionals to achieve independence while building a better future for their clients.Explore more
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IPI Wealth Management connects independent financial professionals with holistic support to help them thrive and focus on their clients. The company offers personalized services tailored to the unique needs of advisors, whether they are just starting or looking to grow their business. With over 35 years of experience, IPI provides scalable services... Read More
