Investing now, planning for the future
Your goals, combined with our expertise
What does Living First mean to you? Maybe it’s paying for your kids or grandkids college or being able to afford to travel in style during retirement. Whatever your long-term financial goals, our team of investment experts can help set you on a path to discovering a financial plan custom-built for you and your family.
Financial Planning
Comprehensive services, to suit your lifestyle
Financial planning at some investment firms can feel like it’s less about you, and more about selling you a particular brand of products. First International Investment Services is different. Here, we provide investment options matched to your financial goals. At First International Investment Services our financial planners listen to your needs, and manage your investments, so you can do what matters most; live first. Whether you’re a first time investor or planning for retirement, our experts can help you in the following areas of financial planning.
- Retirement Planning
- Annuities
- Mutual Funds
- Stocks & Bonds
- Estate Planning
- College Funding
- Life Insurance
Our Team
Find a LPL Investment Representative Near You
Find a LPL Investment Representative Near You
Important Consumer Information
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 its licensed affiliates. First International Bank & Trust and First International Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First International Investments, and may also be employees of First International Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First International Bank & Trust or First International Investments. 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
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.