Investment Services

Today is the day to get clear investing advice.

We all know we should save for the future, but with the investment choices out there it’s easy to feel overwhelmed. Starting an investment portfolio doesn’t have to be frightening or difficult. In fact, you can start with as little as $25 per month.

At 1st Financial Investment Services, our team of investment professionals have years of investing and financial advisory experience catering to the needs of credit union members. They will work to understand your financial needs and develop a plan to help you work towards your goals.

Set personalized goals.

Whether you need to set objectives, develop a new financial plan, or review your current portfolio, 1st Financial Investment Services can help.

To get started, take this free risk tolerance questionnaire and receive your personal risk score.

 Risk Tolerance Questionnaire »

For your free, no-obligation consultation call us today.

No matter where you live, our financial consulting team is happy to accommodate you! Prefer an in-person meeting? No problem. An over-the-phone consultation more convenient? That works, too.

Call Amanda at 855-565-2313 or

 Request a Phone Call »

We’re looking forward to meeting you and learning more about your financial goals — and how we can help.

Track your success.

Tracking your financial progress is a critical part of any investment plan. That’s why you can view your portfolio 24/7 with online access.

 Access My Investments Account »

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, GA, IL, MO, OK, UT.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial planning offered through LPL Financial, a registered investment advisor.

1st Financial Federal Credit Union and 1st Financial Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
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Amanda Smith, LPL Registered Representative

Amanda has 13 years of experience in investments and can assist you with:

  • Financial planning
  • Retirement planning
  • Wealth management
  • Education planning
  • Insurance analysis

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