FRESH FINANCIAL PLANNING ROOTED IN EXPERIENCE
Investing in the strength of our word.
Investing with a community bank gives you the added benefit of a friendly environment where clients are treated as individuals, not numbers. You’ll find us located wherever FirstBank has a branch, but our ability to serve customers isn’t limited to our physical locations. Our teams are sought out by both individuals and businesses who need investment strategies to reach their financial goals. Let our advisors show the best way to reach yours.
Careful planning for you and your family’s future has never been more important. At FirstBank Investment Partners, we offer the resources to make sound financial planning and investing that makes you feel more secure about your future. Partnering with us gives you access to the full range of professional services of LPL Financial, an industry leader that has helped hundreds of thousands of investors meet their financial planning, investment and insurance needs. You have more than one reason for saving, from retirement to college tuition to peace of mind. Let us show you the many reasons why a registered representative of LPL Financial is a great choice to help you meet each financial goal.
Secure the financial future of your family, heirs and business.
These days the old adage ‘failing to plan is planning to fail’ has never been so true. That’s why our financial advisors at FirstBank Investment Partners work with you as a true partner. Our advisors are experienced, well-equipped and more than willing to consult with you or your business to develop a tailor-made financial plan. In addition, we offer life insurance solutions through FirstBank Insurance, Inc. a wholly owned subsidiary of FirstBank.
Products and services available through FirstBank Investment Partners:
- Retirement Planning
- Mutual Funds
- Stocks & Bonds
- Estate Planning
- College Funding
- Small Business Financial Planning
Ask us about other investment services we offer.
Schedule a Consultation
There are a few ways you can schedule a no-obligation consultation. Select the investment team button below to connect with and learn more about our registered representatives, stop by your local FirstBank location or call 1-877-833-4778.
Investment News As Fresh As A Stock Ticker
Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor. FirstBank and FirstBank Investment Partners are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured deposits and are not FDIC insured. These products are not obligations of FirstBank and are not endorsed, recommended or guaranteed by FirstBank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Tennessee and Alabama.