OUR STORY 

Professional. Qualified. Experienced.

Founded in 2003, First Investment Services provides clients with many years of investing experience. Serving individuals, families, and business owners, our team of professionals is dedicated to working towards your financial freedom. From investment management and insurance strategies to estate planning and more, we serve as our clients’ financial steward through all chapters of life.

 While our dynamic team unites a spectrum of specialties, we focus our practice right here in the heart of your community. With offices in Quincy and Macomb, Illinois, we proudly serve clients across the Tri-State area of Illinois, Missouri, Iowa and beyond.

We deliver custom solutions in a down-to-earth, authentic environment. Backed by our broker-dealer, LPL Financial, we offer access to the financial industry’s advanced services, products, and technology. 

OUR MISSION

At First Investment Services, we unite the access and resources of leading institutional firms with the personal attention of a boutique practice. Put another way, we’re Wall Street-forged, but Main Street-focused. Whatever you hope to achieve, our mission is to deliver strategies that empower you to live the life you always imagined. We work as a team to understand your unique goals and provide answers to your most significant questions: When can I retire? Do I have enough saved? What is enough? Will my family be, okay? What will my legacy be? Will I have enough money to send my children to college? Whether you’re in the heart of your career, approaching retirement, or already retired, we can give you the tools to answer those questions 

To maintain our exceptional service, we place a premium on accessibility and make ourselves available to you, your family, and your business at your convenience. Communication is paramount to successful relationships. We understand that personal situations and goals can change overnight, and we strive to provide the assurance that we’ll be here whenever you need us. As your strategic partner, we won’t just counsel you from afar. We’ll walk beside you every step of the way. 

OUR VALUES

 Independence, Integrity, Trust. Independence is everything. Free from the constraints of outside interests, our firm operates exclusively on your behalf. By emphasizing the process before products, our client-driven focus enables us to pursue your goals as if they were our own. Integrity empowers us to provide personalized independent advice and build strategies to pursue your goals. While financial products may come and go, valued relationships and custom strategies should stay the course. 

We create comprehensive and flexible financial strategies that address the needs of today while laying the foundation for tomorrow. We believe your goals, business commitments, and family situation deserve comprehensive strategies that are customized to you and adaptable to change. When your life evolves, so should your strategies. As a team, we will walk beside you through all stages of life’s journey. Whether celebrating successes or navigating uncertain markets, we will work diligently to help you stay on the path toward financial freedom.

What We Can Do for You

Regardless of where clients and prospects stand in their financial life cycle, our goal is to ensure they know the First Investment Services team is available to support all their needs. We specialize in helping our clients gain financial freedom. With industry experience spanning over four decades, our team can advise you on a range of objectives, from investment advice and insurance coverage to financial planning and more. No matter where you are in life—just getting started, investing for the future, or navigating through retirement—our products and services are designed to give you confidence in meeting your financial goals.

About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide can rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help pursue their clients’ needs. For more information about LPL Financial, visit www.lpl.com.