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Business Profile

Wealth Management

IPI Wealth Management

This business is NOT BBB Accredited.

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Visit Website(217) 203-6464Write a Review

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Overview

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IPI Wealth Management

3701 E Lake Ctr

Quincy, IL 62305-5842

BBB Accreditation & Rating

IPI Wealth Management is NOT a BBB Accredited Business.

To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

Why choose a BBB Accredited Business?

BBB Rating

A

Reasons for rating

  • Length of time business has been operating
How are BBB ratings calculated?

About This Business

For nearly 3 decades, we have been providing strategic lifestyle and wealth management for individuals and businesses. We believe performance is more than your return on investment, it is making sure you are meeting your lifestyle goals along the way - retirement, a vacation home, college funding or business expansion. Our financial planning process starts by identifying your values, concerns, and goals to carefully construct a personalized financial plan that performs for you while minimizing risk and increasing financial security. Our integrity and independence enable us to deliver financial products and services with your best interests in mind. We look forward to working with you!

Business Details

Local BBB:
BBB Serving Greater Missouri & Southern Illinois
BBB File Opened:
9/6/2023

Additional Contact Information

Additional Phone Numbers
Other Phone: (217) 641-2559
Social Media

Additional Information

Business Categories
Wealth Management

More Resources

BBB Reports On: Known Marketplace PracticesOverview of Ratings

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