Investment Products and Services
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.
NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE
All Securities and Investment Advisory Services offered through Investment Professionals, Inc. (IPI), a Broker/Dealer, member FINRA/SIPC & a Registered Investment Advisor. The investment services offered by IPI under the name First Investment Professionals are not offered by First Savings Bank, nor is First Savings Bank a registered broker/dealer. First Savings Bank is not affiliated with IPI. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of IPI may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. IPI and First Investment Professionals are not involved in the practice of accounting or law. Accordingly, any tax advice contained in this website is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing, or recommending to another person any tax-related matter. Please contact your legal or tax advisor regarding your personal situation. The products offered by IPI through First Investment Professionals involve investment risks, including possible loss of principal amount invested.
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.