Investment Professionals, Inc. (IPI)
Sutton Bank has partnered with Investment Professionals, Inc. (IPI) through Sutton Investment Services to provide our valued clients full-service investment services. IPI has been ranked the Most Highly Rated Bank Brokerage Firm¹ in the nation and has won more #1 category rankings¹ than any other firm, as reported by American Brokerage Consultants.
Citing the same authoritative, industry-wide research study, IPI continues to be ranked #1 in Customer Service, Quality of Training and Accuracy & Ease of Processing, all important attributes of a solid firm. As a client, you'll have access to IPI's full team of experts, including financial and retirement planning, estate planning, and trust services. Consulting with an IPI Financial Advisor opens up a new world of investment alternatives, including but not limited to:
- Mutual Funds
- Stocks and Bonds
- Fixed and Variable Annuities
- Insurance Products
- Comprehensive Financial Planning
Having a broad investment product line is critical to managing money through a wide variety of market cycles. While no one can guarantee future performance, we believe that a disciplined investment strategy coupled with a variety of investment options is the foundation for a successful investment program.
Jeffrey Deeter is the IPI Financial Advisor who will serve the Sutton Bank community. Jeff has over 12 years of professional experience in Financial Services, Accounting, Insurance and Management. He earned a Bachelor of Science Degree in Business Administration & Finance from The Ohio State University. He holds a Series 7, 63, 65 Ohio Life/Health and Property/Casualty licenses, as well as the Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC) designations. You can count on Jeff to recommend tailored, practical solutions, explain complex financial issues and guide you through implementation of your plan.
Understanding your Investments
It is important to us at Sutton Investment Services that you understand your financial investments. If you ever have questions about any of your accounts, we invite you to contact Jeff to discuss these and other important issues that can affect your long-term financial security. Information can be found at www.invpro.com. Jeff can be reached at 419-747-8883, toll-free at 800-422-3641, or firstname.lastname@example.org.
NOT A DEPOSIT | NOT FDIC INSURED | NOT GUARANTEED BY THE BANK |
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | 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. Customers working with Sutton Investment 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 service. 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.
Source 1: 1997 through 2008 national "Studies of Bank Brokerage and Retail Investment Services" conducted by American Brokerage Consultants (ABC), St. Petersburg, FL., and Bank Investment Consultant Magazine (BIC), New York, N.Y. In the most recent 2008 national study, a total of 2,024 banks offering retail investment programs were surveyed. A total of 14.6% of the banks who were surveyed responded to the 2008 survey. Individual banks were asked to rank their specific investment program in the ABC survey; responder results were aggregated and compared against the results of all brokers dealers in the survey. Past ranking performance may not be indicative of future ranking performance. IPI has been honored with the #1 ranking in three out of the most recent four surveys conducted by ABC.