Are you planning for retirement, looking at benefits packages for your employees, or just want to know more about saving and investing?
Whatever your plans, speaking with a professional could help lead you in the right direction.
First1Financial, located at First Bank, offers convenient access to investment products and services through our partner LPL Financial.
First1Financial Offers:
Meet with our Wealth Advisor Michael Hodges
When partnering with First1Financial, your investment goals will be addressed with consideration and open communication. With a goal to share product features and financial strategies curated to your experience including:
- Portfolio Strategy Asset Allocation
- Retirement Planning
- Insurance Needs
- College Funding
- Tax-advantaged Investing
- Health Care Concerns
- Business Owner Needs
- Estate Planning
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or it’s licensed affiliates. First Bank and First1Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First1Financial, and may also be employees of First Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Bank or First1Financial. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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 website is for U.S. residents only. The information on this website 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.
First Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.