Educators Credit Union is pleased to offer convenient on-site access to investment products and services through Investment Professionals, Inc. (IPI) and their financial consultant, James Hutchison.
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.
Call Today to Schedule Your Complimentary Consultation
We invite you to visit with James in our Main Office at 501 W. State Hwy 6 – Waco 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 James today at 254-776-7900 x261 or firstname.lastname@example.org.
Check the background of this investment professional on FINRA’s BrokerCheck.
Retirement | Estate | Insurance | Education | Financial Planning | Private Asset Management | Trust Services | Accredited Investor 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 FDIC INSURED | MAY LOSE VALUE All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer and Registered Investment Advisor and member FINRA and SIPC. The investment services offered by IPI are in no way affiliated with or offered by Edcuators Credit Union, nor is Educators Credit Union a registered broker/dealer. Customers work 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.