MH
Wealth Management Coordinator
JP
Financial Advisor
PW
Investment Assistant
DG
Lpl Financial Advisor
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First Investment Services
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
2321 Kochs Ln Ste B, Quincy, Illinois, 6...Phone Number
(217) 223-4020Revenue
<$5 MillionIndustry
About First Investment Services
First Investment Services specializes in enhancing clients' financial freedom with over 40 years of industry experience. They offer a wide range of services including retirement planning, insurance coverage, tax strategies, and wealth management tailored to individual needs. Their clients range from young professionals and families to small business owners and retirees, all seeking personalized financial strategies. The company emphasizes long-term relationships built on trust, honesty, and integrity to support clients through various life transitions.Explore more
First Investment Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
First Investment Services
<$5M
1-10
Private
-
2003
RW
Randal WestermanLpl Financial Advisor & Program Manager
First Investment Services Tech Stack
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Frequently Asked Questions Regarding First Investment Services
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First Investment Services specializes in enhancing clients' financial freedom with over 40 years of industry experience. They offer a wide range of services including retirement planning, insurance coverage, tax strategies, and wealth management tailored to individual needs. Their clients range from young professionals and families to small busines... Read More
