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Investments

Are you planning for that first home, a new baby, vacation, college expenses, retirement, aging parents, or estate issues? Whatever your plans, most of us appreciate professional assistance and advice as we look for ways to get more out of life.

First Bank offers convenient access to investment services offered through First 1 Financial and our partner LPL Financial, member FINRA / SIPC, a registered broker/dealer. You should read the account information found below before making any investment decisions.

First 1 Financial Offers:

  • Mutual Funds
  • Stocks and Bonds
  • Brokered Certificates of Deposit
  • Unit Investment Trusts (UITs )
  • U.S. Government Securities
  • Tax-Advantaged Investments
  • Fee-Based Products
  • Variable Annuities
  • Fixed Annuities
  • Long Term Care Insurance
  • Disability Insurance
  • Whole Life
  • Universal Life
  • Term Life
  • Variable Life

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its affiliates.

Not FDIC Insured - Not Bank Guaranteed - May Lose Value

Not Insured by any Federal Government Agency - Not a Bank Deposit

When partnering with First 1 Financial, your investment objectives will be addressed with consideration and open communication, with an effort to share product features and financial strategies in a language appropriate to your experience.

Please contact us with questions and information regarding:

  • Portfolio Strategy Asset Allocation
  • Retirement Planning
  • Insurance Needs
  • College Funding
  • Tax-advantaged Investing
  • Health Care Concerns
  • Business Owner Needs
  • Estate Issues
  • Trust Services

Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and, the LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: FL

The information in this Web site is for U.S. residents only. The information on this Web site does not constitute an offer to sell or a solicitation of an offer to purchase brokerage services to persons outside of the United States. First Bank is not a broker/dealer and is not affiliated with LPL Financial.