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About 1st Financial

  • Investment Services Picture

1st Financial Investment Services

Most Americans know that they should be preparing for their financial future – whether it’s retirement, college tuition for their children, long-term financial goals, or even a rainy day fund. However, many feel intimidated by the all of the investment choices available. At 1st Financial Investment Services*, we realize that not everyone is a seasoned investor.

With all the investment products and services available today, it’s important to know which investments may help in achieving your financial goals. Starting an investment portfolio doesn’t have to be frightening or hard to understand. And, you can start with as little as $25 per month.

Our team of investment professionals – registered through CUNA Brokerage Services, Inc. our broker/dealer – has years of investing and financial advisory experience. Best of all, as financial advisors catering to the needs of credit union members, they will work to understand your financial needs and develop a plan to help you reach your goals.

1st Financial Investment Services offers a variety of investment and insurance products including mutual funds, fixed and variable annuities, and other financial products and services. Mutual funds and variable annuities are sold by prospectus. Variable annuities are long term investments designed for retirement purposes. Their value will fluctuate so that upon redemption their value may be more or less than original cost. Carefully consider the investment objectives, risks, charges and expenses of a fund before investing.

Please contact 1st Financial Investment Services Advisors at 636-916-8300

NOT
NCUSIF
INSURED

  • May Lose Value
  • No Credit Union Guarantee

*Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.

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