Critical Financial Planning Advisory – Eagle Ford Shale

Eagle Ford Shale Financial Planning

Financial Planning is critical for anyone looking to manage income and plan for a successful future. And for customers who have sold mineral rights in Eagle Ford Shale, it couldn’t be more important. We work with the financial planners at Investment Professionals, Inc. (IPI) to develop solutions that meet your unique investment needs.

Financial Planning Products

  • Insurance
  • Annuities - Fixed and Variable
  • Mutual Funds, Stocks, Bonds, and Options

Eagle Ford Shale – Financial Planning Services Available for Sales of Mineral Rights


Please contact Customer Service at 800.531.7650 for more information on Financial Planning at Broadway Bank. Click here to find your nearest location in South-Central Texas.


INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE

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 are in no way affiliated with or offered by Broadway Bank. Customers work solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. 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. IPI and Broadway Bank are separate entities.