Investments

Full Service Financial Planning, Asset management and Risk Mitigation Services

Helping to protect your hard earned money while working together to grow it.
Investment Professionals, Inc. (IPI) seeks to bring investment, insurance, and education, retirement, estate and tax planning strategies into one financial plan to maximize efficiencies and minimize gaps that can leave clients under-prepared and under-protected. In roles of both analyst and coach, we recommend tailored, practical solutions, explain complex issues and guide clients through implementation.

Regular check-ups for good financial health
Performance monitoring and maintaining an asset allocation in line with your changing investor profile is central to our role. Your financial consultant will keep you informed of progress toward your goals and show you how much investment income you will have under different spending, saving and allocation scenarios over time.... and if you will have enough.

Benefit from the brain power of the entire IPI team
In developing and refining your personalized financial plan, your financial consultant often works with IPI colleagues firm wide to bring our full range of resources to bear in support of your goals. Our 20-year record of client focus and achievement has been possible because we go the extra mile for our clients.

Risk-managed financial strategies for individuals and business owners.
Our best practices comprehensive approach to financial planning is designed to help mitigate risk. We can provide individual services or do comprehensive planning based on your preferences and comfort level. Welcome to IPI.
 

  • Financial Planning
  • Retirement Planning
  • Legacy Planning
  • Education Planning
  • Insurance and Annuities
  • Trust Services
  • Private Asset Management
  • Equity Investments
  • Fixed Income
  • Global Wealth Management
  • Alternative Investments

 


About Investment Professionals, Inc.

Founded in 1992, Investment Professionals, Inc. (IPI) is a full-service broker/dealer providing a broad range of investment products and services to individual and business clients. Our 20 year record of success is grounded in our ability to build the strong foundation of trust that drives mutually successful relationships. As a client, you will have access to IPI's full team of experts, including financial and retirement planning, insurance and annuities, stocks, fixed income, estate planning, and trust services.

Disclosure

The products offered by Community Investment Professionals 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.

NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name Citizens Financial Services are in no way affiliated with or offered by Citizens State Bank, nor is Citizens State Bank a registered broker/dealer. Customers working with Citizens Financial Services will be dealing 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.

Securities Investor Protection Corporation, Financial Industry Regulatory Authority, and Investment Professionals, Inc.


IMPORTANT INFORMATION

To help the government fight the funding of terrorism and money laundering activities, Federal Law requires all Financial Institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.


Citizens State Bank will require a valid picture Texas Driver's license and your social security card prior to opening any account.

Lee Montgomery
Financial Advisor

Citizens Financial Services
3915 SSW Loop 323
Tyler, TX 75701
Office: 903-581-8100 Ext. 1154
Toll Free: 800-989-2956 Ext. 1154
Cell: 903-372-1576
Fax: 903-581-0788

Check this investment professional's profile on FINRA