First National

Q: What is First National's official website?

First National's official website is www.fncadvisor.com

Q: What is First National's Revenue?

First National's revenue is <$5 Million

Q: How many employees does First National have?

First National has 11-50 employees

Q: What industry does First National belong to?

First National is in the industry of: Finance , Securities Trading

Q: What is First National competition?

First National top competitors include: JLB Wealth Management Group , Financial Advisory Network , Concierge Wealth Management , Luongo Wealth Management

Q: What technology does First National use?

Some of the popular technologies that First National uses are: Eploy, Engage ATS, Empetus, Voracio

Q: How do I contact First National?

First National contact info: Phone number: (781) 878-7757 Website: www.fncadvisor.com

Q: What does First National do?

Mariner is a nationally recognized financial services firm that offers a comprehensive range of wealth management solutions tailored for both individuals and businesses. Their services include wealth planning, investment management, tax planning, estate planning, and risk advisory, supported by an in-house team of specialists. Mariner caters to a d... iverse clientele, including executives, professional athletes, dental and medical professionals, and business owners, providing personalized financial strategies that evolve with their clients' needs. With a strong emphasis on integrated financial solutions, Mariner aims to help clients achieve their broader financial goals. Read More

Q: What are First National social media links?

First National Linkedin page First National Twitter page First National Facebook page

Q: Is First National a public company?

First National is private company therefore does not currently have an official ticker symbol

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

300 Ledgewood Pl Ste 101, Rockland, Mass...

Phone Number

(781) 878-7757

Website

www.fncadvisor.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About First National

Mariner is a nationally recognized financial services firm that offers a comprehensive range of wealth management solutions tailored for both individuals and businesses. Their services include wealth planning, investment management, tax planning, estate planning, and risk advisory, supported by an in-house team of specialists. Mariner caters to a diverse clientele, including executives, professional athletes, dental and medical professionals, and business owners, providing personalized financial strategies that evolve with their clients' needs. With a strong emphasis on integrated financial solutions, Mariner aims to help clients achieve their broader financial goals.Explore more

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View contact profiles from First National

SIC Code 62,628NAICS Code 52,523Show more

First National Org Chart

Phone

Kurt Spieler

Senior VP, Investment Management

Phone

Denise Munn

Vice President

Phone

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Raymond Quan

Director Residential Underwriting Bc Region

Phone

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

First National

<$5M

11-50

Private

<$5M

1978

Kurt SpielerSenior VP, Investment Management

Anchor Wealth Management ...

<$5M

1-10

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2007

Alison KochOffice Manager

Financial Advisory Networ...

<$5M

1-10

Private

2006

N/A

JDR Wealth Management

<$5M

1-10

Private

1998

N/A

JLB Wealth Management Gro...

<$5M

1-10

Private

2012

Jeff BathurstCo-Founder & Chief Technology Officer

Concierge Wealth Manageme...

<$5M

1-10

Private

2010

Julian MorrisPrincipal and Founder - Concierge Wealth Management

Luongo Wealth Management

<$5M

1-10

Private

1989

Gail LuongoDirector of Insurance

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First National Tech Stack

A closer look at the technologies used by First National

Eploy

Engage ATS

Engage ATS University

Empetus

SchoolPost

Voracio

Chameleon Digital Media

See more technologies

Top Finance Companies

Frequently Asked Questions Regarding First National

What is First National's official website?

First National's official website is www.fncadvisor.com

What is First National's Revenue?

First National's revenue is <$5 Million

What is First National's SIC code?

First National's SIC: 62,628

What is First National's NAICS code?

First National's NAICS: 52,523

How many employees does First National have?

First National has 11-50 employees

What industry does First National belong to?

First National is in the industry of: Finance, Securities Trading

What is First National competition?

First National top competitors include: JLB Wealth Management Group, Financial Advisory Network, Concierge Wealth Management, Luongo Wealth Management

What technology does First National use?

Some of the popular technologies that First National uses are: Eploy, Engage ATS, Empetus, Voracio

How do I contact First National?

First National contact info: Phone number: (781) 878-7757 Website: www.fncadvisor.com

What does First National do?

What are First National social media links?

First National Linkedin page First National Twitter page First National Facebook page

Is First National a public company?

First National is private company therefore does not currently have an official ticker symbol

See more information about First National

First National Latest Hires and Their Positions

First National is expanding and recently hired new employees. Here are the latest additions to the team.

Carl Rose

Senior Representative

Joined Nov 4, 2025

Phone

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