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The Path to Investment Success
You've probably started to think about your long-term financial goals. Putting children through college, retirement, or a second home. Now it's time to start achieving those goals. That's where Iberia Financial Services, LLC (IFS) can help.
The key to financial success is a long-term strategy and smart investments that are flexible enough to accommodate your changing needs. In today's volatile market, just about everyone has a different opinion of where to put your hard-earned money. Stocks or bonds? Mutual funds or money market instruments?
The choices are many. IFS can help you find the right products and strategy that fit your needs and goals.
Iberia Financial Services, L.L.C. is a wholly owned subsidiary of IBERIABANK, offering securities and other financial products through Essex National Securities, Inc. (ENSI), a registered broker/dealer and member FINRA and SIPC. IFS is dedicated to helping its clients achieve their long-term financial objectives. We offer the highest quality of personalized service, sound advice, and a wide range of flexible investment products that can be tailored to your individual needs. Our representatives are trained in investment strategy, securities and are dedicated to helping you achieve financial success.
Financial Stability You Can Trust
ENSI is a member of the Financial Industry Regulatory Authority (FINRA), a self-regulatory organization, and the Securities Investor Protection Corporation, (SIPC). SIPC protects customers against losses to their account that result from financial failure of a member firm. Each account is protected up to $500,000.
ENSI is headquartered in Napa, California.
- Customer Service (800) 823-9666
To help you stay connected with your investments, we provide 24/7 online access through IBERIABANK online banking. Simply select the "Iberia Financial Svs" tab to easily view a detailed listing of accounts, transaction history, and associated holdings.
For additional information, please review the Client Information Sheet. Should you have any questions about this new service, please contact your Dedicated Investment Representative or Iberia Financial Services at (800) 823-9666.
About Your Representative
Each IFS representative is an experienced professional trained in our wide range of investment products. What separates our representatives from others is their ability to understand your individual objectives to develop a viable investment strategy to assist you in achieving your goals.
Because your representative takes the time to analyze your current situation and your future needs, you can be sure of developing a portfolio of investments that's right for you. The many long-term relationships our representatives have with their clients are a testament to the effectiveness of this personalized approach.
Your representative is also supported by a nationwide network of financial and securities products experts. As a result, you can be assured of sound advice as well as ensuring that all securities transactions are executed in a timely basis.
Investment products are not insured by the FDIC, are not deposits or other obligations of the bank, are not guaranteed by the bank and are subject to investment risks, including possible loss of principal invested.