Ipi Wealth Management

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Founded in 2003, First Investment Services brings clients many years of investing experience. Serving individuals, families, and business owners, our team of professionals is dedicated to working towards your financial freedom. From investment management and insurance strategies to estate planning and more, we serve as our clients’ financial steward through all chapters of life. While our dynamic team unites a spectrum of specialties, we focus our practice right here in the heart of your community. With offices in Quincy and Macomb, Illinois, we proudly serve clients across the Tri-State area of Illinois, Missouri, Iowa and beyond.