1ST FINANCIAL INVESTMENT, INC.

About

1ST FINANCIAL INVESTMENT, INC. is a highly reputable and experienced financial advisor that helps individuals, families, and businesses achieve their financial goals. Their team of knowledgeable and qualified advisors offers personalized financial planning and investment advice tailored to each client's unique needs. They also provide valuable insights and updates on market conditions to aid in informed decision making.

With $500 million in assets under management, 25 advisors, and 15 years in business, 1ST FINANCIAL INVESTMENT, INC. offers a comprehensive range of financial services including investment planning, retirement planning, estate planning, tax planning, education planning, and insurance planning. They serve a diverse range of clients, from individuals and families to high-net-worth individuals and corporations.

The company operates on a fee-based compensation structure, ensuring unbiased advice and transparency in fees. They value honesty and provide thorough disclosures on fees, potential conflicts of interest, advisor background and qualifications, and investment strategies and risks. As a registered investment advisor regulated by the SEC, 1ST FINANCIAL INVESTMENT, INC. abides by a strict code of ethics to provide trustworthy services to their clients.

Facts & Insights

1ST FINANCIAL INVESTMENT, INC. is a trusted financial advisor that offers a range of services to help clients achieve their financial goals. With a strong understanding of financial markets and economic trends, 1ST FINANCIAL INVESTMENT, INC. provides expert advice and guidance to individuals, families, and businesses.

The company has a team of experienced and highly qualified advisors who have in-depth knowledge and expertise in the financial industry. They work closely with clients to create customized financial plans and make informed investment decisions that align with their specific needs and objectives.

1ST FINANCIAL INVESTMENT, INC. also offers comprehensive financial education and resources to help clients make confident and informed financial decisions. They constantly monitor and analyze market conditions to provide clients with valuable insights and updates.

Fees & Compensation

1ST FINANCIAL INVESTMENT, INC. operates on a fee-based compensation structure, meaning they receive a fee for the services they provide to clients. This ensures that their advice and recommendations are unbiased and in the best interest of the client. The fees are based on a percentage of the client's assets under management. The company believes in transparency and is committed to providing clear and concise information about all fees and expenses associated with their services.

Background

1ST FINANCIAL INVESTMENT, INC. was founded in 2005 with the goal of providing personalized and comprehensive financial services to clients. The company has a strong track record of success and has helped numerous clients achieve their financial goals. 1ST FINANCIAL INVESTMENT, INC. is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC).