1. Full Service
Financial Planning,
Asset Management &
Risk Mitigation Services
Helping to protect your hard earned money
while working together to grow it
Investment Professionals, Inc. (IPI) seeks to bring investment,
Keith Piscitello, CLTC
insurance and education, retirement, estate and tax planning
Financial Advisor
strategies into one financial plan to maximize efficiencies
and minimize gaps that can leave clients under-prepared
(773) 761-4307 Office
and under-protected. In roles of both analyst and coach, we
(847) 917-0076 Cell recommend tailored, practical solutions, explain complex
(773) 761-1325 Fax issues and guide clients through implementation.
keith.piscitello@invpro.com
Regular check-ups for good financial health
Located at Edens Bank:
Performance monitoring and maintaining an asset allocation
6945 N. Clark Street in line with your changing investor profile is central to our
Chicago, IL 60626 role. Your financial consultant will keep you informed of
progress toward your goals and show you how much investment
income you’ll have under different spending, saving and
allocation scenarios over time – and if you’ll have enough.
Financial Planning Benefit from the brain power of the entire IPI team
Retirement Planning In developing and refining your personalized financial plan, your
financial consultant often works with IPI colleagues firmwide
Estate Planning to bring our full range of resources to bear in support of your
Education Planning goals. Our 18-year record of client focus and achievement has
been possible because we go the extra mile for our clients.
Insurance & Annuities
Private Asset Mgmt. Risk-managed financial strategies for
Equity Investments individuals and business owners
Fixed Income Our best practices comprehensive approach to financial planning
is designed to help mitigate risk. Having been voted the Most
Global Wealth Mgmt. Highly Rated Bank Brokerage Firm for an unprecedented fourth
REITs time in 2009,¹ we’re more than up to the task. Welcome to IPI.
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 Edens Investment Services are
in no way affiliated with or offered by Edens Bank, nor is Edens Bank a registered broker/dealer. Customers working
with Edens Investment Services 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. © 2011 Investment Professionals, Inc.

2. About Us
Keith Piscitello
Keith Piscitello has two years of industry experience. He applies his
financial knowledge to helping clients make informed decisions using
a comprehensive, “big picture” approach. With a desired combination
of analytical and coaching skills, Keith recommends tailored, practical
solutions, explains complex issues and guides clients through
implementation.
Keith seeks to maximize benefits for clients by bringing investments,
insurance and education, retirement, estate and tax planning into one
financial plan to minimize gaps that can leave families and businesses
under-prepared and under-protected. He seeks input from the tax
advisor, insurance agent, attorney and other professionals to enhance
the integrity of the plan over the long term. He also ensures that the Keith Piscitello
overall plan is appropriate for risk tolerance and growth objectives and Financial Advisor
efficient for diversification, insurance coverage and tax purposes.
Keith holds an M.B.A. in Finance from Roosevelt University and a B.S.
in Business Administration from Carthage College. He holds Series 7
and 66 licenses and a Certified in Long-Term Care designation and is
licensed to provide life and health insurance in Illinois. He has been an
adjunct faculty member at Harper College in Palatine where he taught William Edwards
Principles of Residential Mortgage Lending. Regional Director
Keith lives in Arlington Heights, Illinois with his wife, Jennifer, and
their four children, Colin, Jack, Royce and Rose. He coaches multiple
youth baseball and basketball teams and is a Tribal Chief in the Indian
Guides program and Treasurer of Troop 159 of the Boy Scouts of
America. Keith has been active with Junior Achievement of Chicago
in teaching financial literacy to elementary school children. He is a Dan Rodriguez &
member of Young Real Estate Professionals, NAIFA, NAIFA-ILLINOIS Rozanne McManus
and the Fox Valley Estate Planning Council. In his free time, Keith Private Asset Management
enjoys reading, running, golf and camping.
“I’ve worked with individuals and business owners during
some very challenging economic cycles – so I truly understand
their needs and concerns. My goal is to develop a clear,
comprehensive financial strategy for wealth accumulation, Catherine Reyes Romero
protection and distribution that will serve you over time and Trust Services
through all markets.” – Keith Piscitello
Investment Professionals, Inc.
Investment Professionals, Inc. (IPI), has been ranked the Most Highly
Rated Bank Brokerage Firm1 in the nation and has won more #1 Robert Thompson
category rankings1 than any other firm as reported by American Insurance Division
Brokerage Consultants. Citing the same authoritative industry-wide
research study, IPI continues to be ranked #1 in Customer Service,
Quality of Training and Accuracy & Ease of Processing; all important
attributes of a solid firm. As a client, you will have access to IPI’s full
team of experts, including financial and retirement planning, insurance
and annuities, stocks, fixed income, estate planning, and trust services. John Sacchetti
Fixed Income
NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE
Source 1: 1997 through 2008 national “Studies of Bank Brokerage and Retail Investment Services” conducted by
American 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. IPI has been honored with the #1 ranking in three out of the most recent four surveys
conducted by ABC. © 2011 Investment Professionals, Inc.