Broker Check

Our Services

At FIRST INVESTMENT SERVICES, we provide expert assistance in the following areas:

Investments

  • Mutual Funds
  • Stocks
  • Alternative Investments
  • Direct Accounts
  • Brokerage Accounts
  • Educational IRAs
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • Simple IRAs
  • Strategic Asset Management
  • Brokered CDs
  • Fixed Annuities
  • Variable Annuities
 

Financial Planning

  • Retirement Plans
  • Tax Plans
  • College Savings Plans
  • Business Planning
  • 403b Planning
  • 401k Planning
  • Estate Planning
  • Charitable Gift Planning
  • Trust Planning
 

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Business and Estate Insurance Plans
    • Employer-Paid Executive Insurance Plans
    • Keyman Life Insurance
    • Salary Continuation Plans
    • Tax Deductible Long-Term Care Plans
    • Life Insurance for Estate Taxes