Financial Planning
Eclipse Bank delivers our clients with a unique, unparalleled and unexpected customer experience while providing innovative and quality banking and lending products. Through a partnership with Investment Professionals, Inc. (IPI) the Eclipse Financial Group was formed to provide you with the same exceptional experience with expanded product offerings
- Financial Planning
- College Funding
- Asset Management
- Annuities
- Stock Strategies
- Mutual Funds
- Retirement Planning
- Insurance Products
- Tax Advantage Investments
- Fixed Income Securities
The Eclipse Financial Group can provide you and your business with many services that could increase your returns, lower fees, and allow you to achieve your financial goals with a financial advisor that provides an impeccable customer experience.
Samuel T. Morton NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE 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 Eclipse Financial Group are in no way affiliated with or offered by Eclipse Bank, nor is Eclipse Bank a registered broker/dealer. Customers working with Eclipse Financial Group 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.
Financial Advisor
Vice President
(502)671-4806
sam.morton@invpro.com
