Financial Services
With a full-service approach to business and personal financial needs, our dedicated relationship team offers everything you need right here to help you reach your goals. Our personalized, innovative solutions tap the power of the latest technologies, and we lean on our long history of integrity and sound performance to bring you financial planning for every stage of life or of your business.
Through our relationship with Investment Professionals, Inc., we offer a full range of financial planning and investment resources to create a personalized, well-diversified portfolio that works for you or your business.
Learn more about our solutions by clicking on the links to the left, or contact one of the IPI Investment Professionals.
Permian Basin area:
Zac Marshall – 432.620.6554 or zac.marshall@invpro.com
San Antonio area:
Kristen Pruitt – 830.980.1381 or kristen.pruitt@invpro.com
Monahans area:
Jim Fredericks – 432.943.2503 or jim.fredericks@invpro.com
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 under the name Security Financial Group are in no way affiliated with or offered by Security Bank, nor is Security Bank a registered broker/dealer. Customers working with Security Financial Group will be dealing solely through IPI with respect to their investment, brokerage, and securities transactions. 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.
Investment products are:
- Not a deposit or other obligation of, or guaranteed by, the bank.
- Not insured by a federal government agency
- Subject to investment risks, including loss of the principal invested
- Not FDIC insured
