Investment Professionals, Inc.

  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Trust Services
  • Fixed Income Services & Structure Products
  • Global Wealth Management
  • Business Investment Services
  • Employee Benefits Planning
  • Alternative Investments

IPI is a private, Texas-based financial planning, asset management and risk mitigation firm with over $8 billion under management for over 90,000 clients nationwide. For over 20 years, we have used a down-to-earth, roll-up-your-sleeves approach to guiding clients toward a more secure financial future with a broad range of wealth management solutions

Arkansas

John AlstadtAlma, Ft. Smith, Van Buren, Mulberry, Altus, Ozark, Paris, AR
John Alstadt
479-478-4304

Tom DemattiLittle Rock, AR
Tom Dematti
501-978-2334

Bryan LawrenceBenton, Bryant, Hot Springs, Hot Springs Village, Malvern and Otter Creek, AR
Bryan Lawrence
501-315-0069

Doug WilsonCabot, Lonoke, North Little Rock, Sherwood, AR
Doug Wilson
501-978-3550

Florida

Marty BallesteroClearwater, Bradenton, Palmetto, Ocala, Pasadena, FL
Marty Ballestero
727-442-2552 x1111


Texas

Steve NamyDallas, Frisco, Lewisville, Allen, McKinney, Carrollton, Keller, Plano, The Colony, and Southlake, TX
Steve Namy
817-296-2744


 

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