No two investment strategies are alike, because every investor has his or her own unique goals and plans for the future. First National understands that an investment strategy only works for you if it achieves your individual goals, so our Investments and Planning advisors apply their extensive knowledge and experience to develop a customized plan that is all yours. With the highest level of personal service, professional guidance and outstanding products, we work together to assist you in achieving your goals, along with the highest possible level of satisfaction.
Investments & Planning Services:
- Planning for retirement, education, protection and estate planning
- Fee-based managed accounts
- Mutual funds
- Stocks and bonds
- Traditional, Roth, and education IRAs
- Tax-deferred fixed and variable annuities
- Life, disability, and long-term care insurance
Securities provided by First National Capital Markets, Inc. (FNCM), a registered broker/dealer and registered investment advisor. Member FINRA and SIPC. Advisory services may only be offered by Investment Advisor Representatives in connection with an appropriate FNCM Advisory Services Agreement and disclosure brochure as provided.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this web site is for U.S. residents only. The information on this web site does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Securities and investment products are: Not a Deposit Not FDIC Insured Not Insured by any Federal Government Agency Not Guaranteed by the Bank May Go Down in Value.