Is Your Money Reaching It's Full Potential?
No matter where you are on your financial journey-- just starting out, planning for retirement, or somewhere in between---you deserve a financial professional who sees the full picture. We're here to guide and support you along the way.
Our History
Years of experience have prepared us to guide you through your life transitions.
Our Team
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Our Clients
From young professionals just starting out to seasoned investors looking to optimize their portfolios, we offer customized strategies to address the unique financial needs of every client.
Pre-Retirees & Retirees
Decades of experience have prepared us to guide you through your life transitions.
Small Business Owners
We help small businesses grow with smart financial strategies and personalized support
Working Professionals
We help working professionals build and manage wealth with smart, strategic investment guidance.
Get Yout Financial Journey Started Today
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
“We have been with First Investment Services a few years now and are well pleased with the services they offer. Jim, Jane and Grant are a pleasure to work with. Always prompt in their responses, polite in their communication and professional in their handling of our financial investments. Over the past few years they have made sure that the transfer and consolidation of our previous IRA’s and other investments went smoothly and was totally understood by us. We highly recommend First Investment Services and know that whatever your financial needs are you will be served well by their team of professionals.”
-Bob and Karen Bordewick 9/24/25
“Our family has been working with Jeremy and First Investment Services since 2021. He’s helped us solidify a plan for retirement and our children’s futures with long-term thinking and investments that match our goals. We intend to lean on his expertise to guide us into the future.”
-The Marshall Family 9/19/25
“The team at First Investment Services-Jim and Grant-have been our financial planners and advisors for over 30 years. It started with life insurance and disability coverage for our respective careers. As our life changed so did their recommendations. We have been the beneficiary of their tailored advice created for us. They listen to you, are easily available to talk with, and have established bonds of trust. Now that we are in retirement, First Investment Services was and is the right choice for us. We could not be more pleased with the services rendered.”
-Steve and Jean Disseler 9/30/25
"My wife and I have been clients of Jeremy Mefford with First Investment Services for roughly 4 years. I decided to make to the move to a different investment company after being involved with other companies for quite a few years. I felt that for many of these years we weren't getting the attention we were looking for in regards to our accounts and basically spinning our wheels. After working with Jeremy it was evident after our first meeting that I had chosen the right company and advisor. The information that was presented was straight forward and he made it easy to understand what he was recommending for us. After these 4 years I just wish I would have made the switch to First Investment Services a long time ago! After using recommendations that were given to us previously, I now pay much closer attention to market results which could potentially impact our accounts. They are always a phone call away and have been very helpful in answering questions.”
-The Berrymans 9/30/25
The statements above are testimonials by clients of the financial professionals as of the date listed. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonials. These views may not be representative of the views of other clients and are not indicative of future performance or success.