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

Overview

Your financial situation changes throughout the seasons of your life. 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. 
Woods

Your Investments Deserve 
a Personal Advisor


Your investment strategy should be centered around your vision for your future. As your family grows or your needs change, it is important to review and revise your investment plan in order to meet those needs. Iberia Financial Services can help you identify and develop your investment objectives. We will discuss your investment performance with you and adjust your portfolio as your situation changes. 

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Personal Investment Products

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

products to suit your investment strategy.

  • Mutual Funds

    Mutual Funds1 allow you to pool your money with that of other investors who have similar investment goals. These funds provide potential for long-term growth, professional money management, and diversification opportunities for investment dollars.

  • Annuities

    Iberia Financial Services offers the following annuities1:


    Tax Sheltered Annuities are tax qualified plans offered to employees of non-profit organizations and employees of public school systems.

    Fixed Annuities, which are tax deferred, allow you to safely take advantage of competitive fixed interest rates. A fixed annuity is a dependable insurance product that can provide you with steady income in the future.

    Variable Annuities combine the tax-deferral benefits of a fixed annuity with the flexibility and performance of an investment fund. You control the investment options and can take advantage of competitive interest rates through market exposure.

  • Stocks and Bonds

    Our investment professionals can place stock, bond, and treasury bill orders. All domestic stock exchange orders are available to our clients. We offer a broad range of bonds to help you meet your income needs, including Treasuries, Federal Agencies, corporate, municipal, and mortgage backed. We can also process employee stock options.

  • Structured CDs

    Iberia Financial Services offers access to various bank CDs1. CDs have characteristics that are common with bonds, but also include FDIC protection up to the applicable limits. CDs should be held to maturity to avoid loss of principal.

  • Insurance

    Insurance can provide financial protection for your family or business. We offer term, whole life, wealth transfer, and long-term care.

  • REITs (Real Estate Investment Trusts)

    REITs1 are companies that own and manage a portfolio of various types of real estate. REITs can sell like stocks on major exchanges and can provide diversification and long-term capital appreciation. Clients may enjoy the benefits of real estate ownership without the associated difficulties of being a landlord.

  • College Savings Plans

    Iberia Financial Services can help facilitate College Savings Plans, which can be used to pay tuition, fees, room and board, books and required supplies at accredited colleges, universities and vocational schools across the country.

  • Retirement Plans

    We offer various IRAs: SIMPLE, Roth, traditional, rollovers, transfers and SEP (Simplified Employee Pension) plans. IRAs allow the income from interest, dividends and capital gains to compound each year without taxes. In addition, you also can defer taxes on either the money you put into the plan initially or on the money you withdraw in retirement, depending upon whether you choose a traditional or Roth IRA.

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 www.sipc.org.

Infinex Investments, Inc.is  headquartered in Meriden, CT
Customer Service (800) 823-9666.

Contact Us


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.