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Homefield Credit Union is pleased to offer convenient on-site access to investment products and services through Investment Professionals, Inc. (IPI) and their local financial consultants.
IPI is a provider who really understands the needs of people in community settings. For over 20 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.
Representatives are available now to assist with any of the following services:
Retirement Planning | Legacy Planning | Insurance | Education Planning | Financial Planning | Private Asset Management | Trust Services | Equities | Fixed Income Securities | IRAs, Fixed & Variable Annuities | Mutual Funds | Structured Products | Tax Advantaged Investments | Business Investment Services | Employee Benefits Planning
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.
NO BANK GUARANTEE | NOT A DEPOSIT | NOT NCUA INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | 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 Homefield Investment Centre are in no way affiliated with or offered by Homefield Credit Union, nor is Homefield Credit Union a registered broker/dealer. Customers working with Homefield Investment Centre 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 NCUA or any other agency of the government, are not deposits or other obligations for the credit union or guaranteed by the credit union and involve investment risks, including possible loss of principal amount invested.