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Dawn Moncey Email
Office Manager & Tax Specialist . Investment Planners
Decatur, IL
Locationd******@investment-planners.com
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Employees:
104Revenue:
$21.8MAbout
When David P. Koshinski, CEO of Investment Planners, laid out his vision more than 30 years ago, he planned to grow IPI using Integrity, Performance and Innovation.\n\nAs IPI references Integrity, Performance and Innovation, Mr. Koshinski states that this foundation â??Is more than just a name â?? It is how we do business.â??\n\nIPI has Advisors in 26 states and IPI Wealth Management, the RIA was named one of the Top 10 Fastest Growing Firms by Financial Advisory Magazine in 2008. \n\nThe growth of Investment Planners has not happened by chance. History has shown that Advisors from across the country have joined IPI to become a part of the innovation that has branded IPI as a pioneer in the financial industry.\n\nAt IPI, we welcome a challenge. We strive each day to raise our levels of service, and we embrace new goals while creating avenues to service a community of diverse and sophisticated Advisors.\n\nIn addition, IPI realizes that Innovation alone is not enough to guarantee Performance. Our superior customer service, tools to assist growth and business development, practice management instruction, and products and services focused around a philosophy of Strategic Lifestyle and Wealth Management have created partnerships and referrals that continue to generate growth and national recognition. \n\nOur Advisors are the best in the industry. Together we are familyâ?¦ creating a partnership that is increasingly awarded the title of being one of the bestâ?¦ that is how we do business.Investment Planners Address
226 West EldoradoDecatur, IL
United States