Investing & Retirement Iberia Financial Services logo

Let us be your guide

Our team of associates will work with you to create a long-term strategy with the investments that fit your needs and goals.

Iberia Financial Services, L.L.C. is a wholly owned subsidiary of IBERIABANK

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Your financial situation changes throughout the life of your business. At Iberia Financial Services, we know that the savings and investment decisions you make today will impact your financial future.

About Iberia
Financial Services

Iberia Financial Services, L.L.C. is a wholly owned subsidiary of IBERIABANK, offering securities and other financial products through Infinex Investments, Inc. 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. 

Investments Deserve 
a Personal Advisor

Your investment strategy should be centered around your vision for your future. Our investment representatives are experienced professionals with the expertise to craft a portfolio tailored to your needs. Your advisor will help you understand how your investments are performing and adjust your portfolio as your financial situation changes.

 Broker Check Link by FINRA

Business Investment Products

No two financial situations are the same. We’ll help you find the right mix of

products to suit your investment strategy.

  • Business Retirement Solutions

    Self-Employed 401ks
    We can help facilitate a self-employed 401(k) for you and your employees. A self-employed IRA allows for tax deferred contributions and earnings until withdrawal and offers a diverse portfolio of mutual funds, company stock, real estate, individual securities, and more. A self-employed 401(k) may also substantially reduce your current income taxes, because you may be able to deduct the entire amount of your plan contributions from your taxable income each year. If your business is unincorporated, you can deduct contributions for yourself from your personal income. If your business is incorporated, you can generally deduct contributions as a business expense.


    Simplified Employee Pension (SEP)
    Iberia Financial Services can guide you through SEPs, which are retirement programs for the self-employed or small business owners, offering high annual contribution limits and minimal administration.  It is a simple way to set aside pretax savings, and its flexibility allows discretionary funding when you file your tax return.


    Profit Sharing
    Profit sharing allows your employees to share in the profits of the company.  You have discretion over the profit sharing contributions.  The funds are sheltered from taxation until the money is actually distributed.  The employer's contributions are usually based on a percentage of the profits that the business makes, but contributions can be made even if the business makes no profit for the year. Profit sharing plans can also be combined with a 401(k) plan, allowing your employees to make pre-tax salary contributions.


    Defined Benefit Plan
    Defined benefit plans offer a fixed, predetermined benefit (dollar amount or percentage of compensation) to retired employees who meet minimum in-service requirements such as tenure, salary, and age. Contributions to the plan require an actuary and are calculated based on the benefit you set and other factors (your age, expected returns on plan investments, etc.).

Our Partnership

Financial Stability
You Can Trust

Infinex Investments, Inc. 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. Securities in your account protected up to $500,000. For details, please see
Infinex Investments, Inc is headquartered in Meriden, CT.
Customer Service (800) 823-9666.

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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.

Please call us at 800-823-9666 for your confidential financial review. Or ask a banking professional at your branch office to arrange an appointment for you with one of our Iberia Financial Services representatives.