First Choice Financial Services
Finance · Illinois, United States · 11-50 Employees
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Overview
Headquarters
1301 W 22nd St Ste 805, Oak Brook, Illin...Phone Number
(888) 599-0575Website
www.firstchoicefin.comRevenue
$5.4 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About First Choice Financial Services
First Choice Financial Services, LLC is a State Registered Investment Advisor based in Oak Brook, Illinois, specializing in financial planning, asset management, and personalized investment strategies for families and businesses. The firm offers a range of services including retirement planning, income planning, Medicare guidance, and social security maximization, all aimed at achieving financial clarity and security for their clients. Led by President Michael Perna, the team takes pride in building long-lasting relationships with clients and providing tailored financial solutions to protect and grow family wealth. Recognized for its commitment to ethical standards and client service, First Choice is dedicated to empowering individuals, particularly women, in their financial journeys.Explore more
First Choice Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.7M
1-10
Private
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2001
SN
Samuel NewlandChief Compliance Officer & Investment Advisor & Representative & President
Company Profile Activity
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First Choice Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
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First Choice Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about First Choice Financial Services.
First Choice Financial Services Tech Stack
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First Choice Financial Services, LLC is a State Registered Investment Advisor based in Oak Brook, Illinois, specializing in financial planning, asset management, and personalized investment strategies for families and businesses. The firm offers a range of services including retirement planning, income planning, Medicare guidance, and social securi... Read More
