Phase Financial

Investment Planners Inc. (IPI) is dedicated to delivering financial services that prioritize integrity and independence, fostering partnerships aimed at building long-term financial security for clients. They begin their financial planning process by understanding each client's values, concerns, and goals to create personalized plans that focus on both lifestyle and performance. Utilizing the latest technology, IPI enhances personalized service without replacing the human touch, ensuring comprehensive trading services and customized solutions. Committed to a culture of excellence and successful partnerships, IPI encourages collaboration among financial professionals, promoting a shared vision for mutual success. Generated from the website

Raymond James Financial Services, based in Decatur, IL, is a global financial firm established in 1962, specializing in providing trusted advice and tailored sophisticated strategies for individuals and institutions. The firm's comprehensive range of services includes wealth management, investment solutions, financial planning, estate and charitable giving services, banking and lending services, insurance solutions, and more. Committed to corporate responsibility and sustainability, Raymond James is dedicated to helping clients achieve their financial goals through a people-focused approach that prioritizes financial well-being and personalized financial strategies. Generated from the website