As a full-service broker/dealer, IPI provides a broad range of investment products and services to individuals and business clients. Our 16-year record of success is grounded in our ability to build the strong foundation of trust that drives mutually-successful relationships.
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Because IPI financial consultants are genuinely concerned about your
long-term financial security, we encourage you to share comprehensive
financial information for developing a plan to achieve real objectives. If
you are not a candidate for wealth management or estate planning services, you can take advantage of the many products and services we offer to fit your preferences and circumstances.
Using a collaborative approach to help you manage your financial affairs, we provide tailored, dynamic financial solutions over time that consider the needs of all family members. This holistic approach helps you navigate the financial waters in preparation for life and family events such as buying a house, saving for college and retirement.
Financial Consultant
Address
12590 Emerald Coast Parkway
Miramar Beach, FL 32550
Phone
Office: 850.269.5959
Toll Free: 866.998.6533
Cell: 850.865.2533
Fax: 850.650-9678
Web
www.invpro.com
Email:
eric.carlson@invpro.com