Cornerstone Bank is pleased to have Celia Gose, Financial Consultant, representing Investment Professionals, Inc. (IPI). IPI is a full service broker dealer that specializes in serving the needs of community financial institutions and their customers. IPI's technology and brokerage capabilities allow us to take advantage of their expanded investment research, on-line order entry, timely news and quotations, and first-rate financial planning.
| Services
Estate Planning
Business Succession Planning Financial Planning Retirement Planning College Planning Customized Seminars |
Insurance
Life: Term, UL, VUL, Whole Life
Long-term Care Fixed Annuities |
| Investments
Mutual Funds
Variable Annuities Stocks & Bonds Tax-Exempt Bonds IRA's & Roth IRA's Reverse Convertible Securities
Stocks with Covered Calls
|
Company Benefits
401K
Profit Sharing Defined Benefit Retirement Plans SEP's
Simple IRA's Key Person Insurance Group Insurance |
Contact:
Celia Gose, Financial Consultant
(580) 623-8551 x148
Cornerstone Bank Financial Services Annex
115 West 'A' Street / PO Box 169
Watonga, OK 73772
The investment products offered are NOT FDIC INSURED, products are NOT DEPOSITS, OTHER OBLIGATIONS, or GUARANTEES OF THE BANK; and are subject to investment risks, including the POSSIBLE LOSS OF PRINCIPAL AMOUNT INVESTED.
Securities and Advisory Services offered through
Investment Professionals, Inc.
Member FINRA / SIPC
16414 San Pedro Ave., Suite 150
San Antonio, TX 78232
800.593.8800
