618-466-0100

  • Home
  • About Us
    • Meet the team
    • In the Community
  • Services Offered
    • Financial
    • Tax
    • Insurance
    • Social Security/Medicare
  • Newsletters
  • Insurance
  • Social Security
  • More
    • Home
    • About Us
      • Meet the team
      • In the Community
    • Services Offered
      • Financial
      • Tax
      • Insurance
      • Social Security/Medicare
    • Newsletters
    • Insurance
    • Social Security

618-466-0100

  • Home
  • About Us
  • Services Offered
  • Newsletters
  • Insurance
  • Social Security
image1

Financial and Investment Planning

Financial and Investment PlanningFinancial and Investment Planning

Welcome!

Thank you for visiting our website! Please contact us so we can further help you reach your goals!

  

Investment Planners is a full service financial and investment planning advisory firm. They are partnered with CJ Schlosser, a local tax and accounting firm. They offer an array of services with this partnership, and are able to provide the highest level of service to their clients. 

Offering an extensive range of investment options to achieve your financial needs is their priority. They understand that your money and investments are important whether you are just starting out creating a nest egg or have an established one. Being there every step of the way is of utmost importance. 


The home office is based in Decatur, Illinois. At Investment Planners, Inc. integrity is key to the way they do business. Integrity and independence enable us to deliver financial products and services with your best interests in mind. If you are looking for a financial advisor in Alton or insurance in Alton, we look forward to meeting you! We view our relationship with you as a partnership to build your long-term financial security. 


image2

  • SECURITIES & INVESTMENT ADVICE OFFERED THROUGH INVESTMENT PLANNERS, INC, (MEMBER OF FINRA/SIPC), AND IPI WEALTH MANAGEMENT, INC. 226 W. ELDORADO ST., DECATUR, IL 62522. 217-425-6340          
  • Check the background of this firm on FINRA’S BROKERCHECK. Check the background of the Investment Professionals on FINRA’S BROKERCHECK.   
  • Neither Investment Planner, Inc. nor IPI Wealth Management, Inc. provide tax or legal services, please contact your tax or legal professional for these services.

 Copyright 2018. All rights reserved. 


Powered by GoDaddy Website Builder