Wealth Management

Mountain Valley Community Bank is pleased to offer convenient on-site access to investment products and services through our partnership with Investment Professionals, Inc. ("IPI").

IPI is a provider who really understand the needs of people in community settings.  For over 18 years, the firm has been known for its down-to-earth, roll-up-your-sleeves approach to helping clients acheive a more secure financial future.

Individual services or comprehensive planning is available baseed on your preferences and comfort level1.  

With a current ratio of 4 to 1 (four times more assets than liabilites), IPI has a strong balance sheet that makes us stronger than many of the broker/dealers in the country.  
In 2009, 2007, 2006 and 2001, IPI was named the Most Highly Rated Bank Brokerage Firm in the U.S.2

1 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.

Source:  1997 through 2008 national "Studies of Bank Brokerage and Retail Investment Services" conducted
by Amerian Brokerage Consultants (ABC), St. Petersburg, FL., and Bank Investment Consultant Magazine (BIC), New York, NY.  In the most recent 2008 national study, a total of 2,024 banks offering retail investment programs were surveyed.  A total of 14.6% of the banks who were surveyed responded to the 2008 survey.  Individual banks were asked to rank their specific investment program in the ABC survey; responder results were aggregated and compared against the results of all brokers dealers in the survey.  Past ranking performance may not be indicative of future ranking performance.2

IPI has been honored with the #1 ranking in three out of the most recent four surveys conducted by ABC.