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Financial Services

The National Investment Center of Central Texas

If you have any questions about The National Investment Center of Central Texas, please contact Investment Executive Eric Phelps. Eric offices at our Copperas Cove banking center, visiting all branches as needed. You can reach Eric at (254) 518-8360.

Investment products that are available through The National Investment Center of Central Texas include:

  • Tax-Deferred Fixed and
    Variable Annuities
  • Mutual Funds
  • Money Market Funds
  • Unit Investment Trusts
  • Tax-Favored Investments
  • Life Insurance
  • Mortgage Insurance
  • Financial Planning
  • Portfolio Evaluation
  • Retirement Planning
  • Stocks
  • Bonds
  • U.S. Treasuries
  • Municipal Bonds

When you open a National Investment Center of Central Texas brokerage account, you may also take advantage of the following services:

  • Dividend Reinvestment
  • Direct Deposit of Settlements into checking/savings accounts
  • Consolidated statements, including Mutual Funds and Annuity positions

Securities and insurance products are offered by Investment Professionals, Inc. (IPI). Investment Professionals Inc. (IPI) is an independent, nationally-recognized investment and insurance brokerage and asset management firm currently partnering with more than 125 financial institutions across the nation with assets in the range of $35 million to over $7 billion.

Investment Professionals, Inc. (IPI) is an independent, registered broker/dealer and registered investment advisor. Member SIPC/FINRA. Securities and insurance products offered by IPI: *Not FDIC insured *May go down in value *Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency.

View IPI privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Advisory services may only be offered by Investment Advisor Representatives in connection with an appropriate IPI Advisory Services Agreement and disclosure brochure as provided.

All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer and Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name The National Investment Center of Central Texas are in no way affiliated with or offered by The National Banks of Central Texas, nor is The National Banks of Central Texas a registered broker/dealer. Customers working with The National Investment Center of Central Texas 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.