First Savings Bank is pleased to offer convenient on-site access to investment products and services through First Investment Professionals– our partnership with Investment Professionals, Inc. (“IPI”) and their financial consultant, David Laughlin.
IPI is a local provider who really understands the needs of people in community settings. For over 16 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.
Call 812-218-6835 today to schedule your complimentary consultation.
We invite you to visit with David Laughlin at any one of our branches at no cost to you. He will answer important questions that can affect your long-term financial security. Individual services or comprehensive planning is available based on your preferences and comfort level. 1 Contact David Laughlin today at 812-218-6835.
- Financial Planning
- Asset Management
- Accredited Investor Services
- IRAs, Fixed & Variable Annuities
- Tax Advantaged Investments
- Business Investment Services
- Private Client Group
- Trust Service
- Fixed Income Securities
- Mutual Funds
- Structured Products
- Employee Benefits Planning
With a current ratio of 5 to 1 (five times more assets than liabilities), IPI has a strong balance sheet that is likely stronger than the majority of broker/dealers in the country. In 2007, 2006 and 2001, IPI was named the Most Highly Rated Bank Brokerage Firm2 in the U.S. It is one of the fastest growing companies in San Antonio, one of the Top 25 Best Places to Work in San Antonio and one of the 75 Best Companies to Work for in Texas.
Not FDIC Insured. Not guaranteed by the bank. May go down in value.
2 Source: American Banker Magazine and American Brokerage Consultants 2007 Study of Bank Brokerage and Retail Investment Services.
1 In most cases the initial consultation is complimentary. Fees for your financial plan are determined by the level of service requested, your needs and the experience and credentials of the Financial Planner.