Investments
Clear Mountain Investments is pleased to offer convenient on-site access to investment products and services through our relationship with Investment Professionals, Inc. (IPI). We offer a wide range of financial strategies, including investment services, financial planning, money management, insurance planning and more. We'll work with you to find a financial plan to suit your needs.
Call Today to Schedule Your Complimentary Consultation
We invite you to visit with Joe Lemine in our Glenmark Centre office at no cost to you. He will answer important questions that can affect your long-term financial security. Individual services or comprehensive planning is available based on your preferences and comfort level*. Contact Joe today at (304) 292-7372.
Retirement | Estate | Insurance | Education | Financial Planning
Private Client Group | Asset Management | Trust Services | Accredited Investor Services
Equities | Fixed Income Securities | IRAs, Fixed & Variable Annuities | Mutual Funds
Structured Products | Tax Advantaged Investments
Business Investment Services | Employee Benefits Planning
All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name Clear Mountain Investments are in no way affiliated with or offered by Clear Mountain Bank, nor is Clear Mountain Bank a registered broker/dealer. Customers working with Clear Mountain Investments will be dealing 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.
*In most cases the initial consultation is complimentary. Fees for your financial plan are determined by the level of service requested, your needs and the experience and credentials of the Financial Planner.
