Investment strategies for your long-term goals.
Planning for the future incorporates so much more than just saving for retirement. We know you have a variety of dreams and goals you wish to achieve. With our financial advisors’ sound planning and guidance, you’ll be able to reach those aspirations quickly. See how our investment products and services accomplish your immediate and long-term objectives.
From employee benefits programs to executive compensation plans, to business exit and succession planning, we bring all the necessary expertise to deliver innovative, tax-efficient solutions that help businesses stay competitive and thrive.
Employer Benefits Planning
Business Succession & Exit Planning
When you talk to us about your investment needs, you’re enlisting the help of experienced professionals who offer guidance and planning on investment products and services designed to meet your immediate and long-term financial objectives.
Insurance & Annuities
Private Asset Management
Global Wealth Services
No Bank Guarantee. Not FDIC Insured. May Lose Value.
All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name Republic Financial Services are in no way affiliated with or offered by Republic Bank. Customers working with Republic Financial Services will be dealing 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. IPI and Republic Bank are separate entities.