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Get the services you need beyond insurance from these reliable and trustworthy investment services.

Investment Advisors

Ted Turgeon, Investment Advisor

Email Ted
256-237-7541 ext 125
256-237-1767

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor.

Insurance Planning Services, Inc. is independent of Concourse Financial Group Securities, Inc.

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At Insurance Planning Services our mission is to provide you with sound insurance planning to help you identify your goals and needs. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.