1st Line Financial

Additionally, 1st Line is committed to meeting the investment management needs of our clients - preserving their capital, managing risk, and delivering strong long-term investment returns over differing economic and market cycles. Our success in developing lasting client relationships is founded on shared values, a thorough understanding of our cli... ents' goals, and a keen desire to earn their trust and confidence. At 1st Line, we care about people and their plans for the future. Bay Financial Associates, led by John Kerr and Joe Donovan, has been providing financial advice and services since 1951. Our Partnership with Bay Financial Associates allows us, when needed, to bring together a team of professional advisors on your behalf that have knowledge outside 1st Line's area of expertise, such as specialists in Elder Care planning, Special Needs planning, and sophisticated life insurance strategies. Working collaboratively, these niche practitioners help us develop an integrated strategy that considers your unique and sophisticated financial planning objectives, your priorities and your values.Read More