About Us


At 1st Investment Services, our goal is to make life easy again.  Our team of dedicated, experienced individuals, along with the commitment and resources provided by LPL Financial, provides us the ability to bring you a wide-ranging experience through prompt service, outstanding resources and state-of-the-art technology.

1st Investment Services brings you access to well-researched advice, asset management, insurance and administrative services, as well as trust and estate strategies.  Through these services, our team will ensure all aspects of your financial well-being are working in your best interests.

At 1st Investment Services we take great pride in servicing our high net worth and institutional investment customers.  Since 1997, we have been a strong provider of business retirement plans in the region.  Through LPL Financial, we are able to utilize the resources of the finest investment management, administrators and trust service providers available in the industry.  Our team strives to help companies offer cost-effective plans, efficiently designed to meet the evolving needs of both business owners and employees.

We strive to maintain a high level of professional integrity and build trust through long-term relationships, while adhering to the fundamental principles of goals-based investing.  At 1st Investment Services, we believe that:

  • You are entitled to consistent and objective investment advice from knowledgeable professionals,
  • Investment advice should be appropriately aligned with your financial needs and goals, and
  • Your business should be conducted with representatives whose motivation is serving your best interests.

LPL Financial Representatives offer access to Trust Services through The Private
Trust Company N.A., an affiliate of LPL Financial.