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Investment Services

Investment Services

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The Path to Investment Success

Your financial situation changes throughout the seasons of your life. As your family grows or your needs change, it is important to review and revise your investment plan in order to meet those needs. For many of our customers, traditional bank savings products may not always provide the growth or income you need to achieve your goals. Iberia Financial Services can help you identify and develop your investment objectives to meet your financial goals. Whether you are planning for a short term event, or investing your money for safekeeping, you need a financial partner who will tend to the seeds you've planted.

Let us be your guide. Our professionals are located in your branch office, ready to serve you over the life of your investment. Your Investment Representative will help you understand your statements or answer questions about how your investment is performing. And as your financial situation changes, we will help you adjust your portfolio accordingly. We want you to have peace of mind that your best interests are our best interests.

Review our wide range of investment products.

About IFS

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

Online Access

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.

Meet our Iberia Financial Services team.

Investment products are not insured by the FDIC, not insured by any federal government agency, 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.