First National Investment Professionals is pleased to partner with Investment Professionals, Inc., to provide full-service financial planning and investment services to assist our customer's investment needs.

Our wealth of knowledge and experience comes from an extensive career in banking and financial consulting, which brings the right amount of technical, leadership and people skills to excel in serving our clients. Our Financial Consultants have a strong ability to help individuals and business owners make informed decisions using a comprehensive "big picture" approach while continuing to develop a unique understanding of your needs. We offer:

  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Trust Services
  • Stocks, Bonds, ETF's, Mutual Funds and Annuities
  • Fixed Income Services & Structure Products
  • Global Wealth Management
  • Business Investment Services
  • Employee Benefits Planning (401k, SEP, Profit Sharing)

 

Our Financial Consultant

Kevin Goldstein
Financial Consultant
Phone:  940.696.3000
Email:  kevin.goldstein@invpro.com

 

Check the background of our Investment Professionals at http://brokercheck.finra.org

No Bank Guarantee | Not a Deposit | Not FDIC Insured | 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 and Registered Investment Advisor and member FINRA and SIPC. The investment services offered by IPI are in no way affiliated with or offered by First National Bank, nor is First National Bank a registered broker/dealer. Customers work 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     FINRA     SIPC Investment Professionals, Inc.