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INDIVIDUAL BROKERAGE SERVICES

First Brokerage America, L.L.C.* has investment specialists who offer personal investment services at selected First Bank locations. First Brokerage America, L.L.C. is a full service financial information resource for individuals that want a professional, experienced team on their side.

Our strategy is not a product; it's about services: assessing needs, exposing and reducing risk, and meeting the goals of our clients through various investment planning techniques. We address your concerns: safety, liquidity, return, and tax consequences.

We are here to help
Give us a call, and spend 15 minutes with one of our Investment Specialists** and find what many of your neighbors and fellow business owners already know. First Brokerage America, L.L.C. is your one-stop financial service provider offering "today's solutions for tomorrow's needs."  Contact the Brokerage Representative nearest you.

To apply for an account, call 800-715-3242 or contact us via email.  We serve customers in the following states: 

Arizona
Iowa
New Mexico
California
Kansas
New York
Florida
Massachusetts
Rhode Island
Georgia
Missouri
South Carolina
Illinois
Nevada
Texas
Indiana
New Jersey
Washington
   
Wisconsin

        

Already have an account with us?  Register to access your account and initiate trades onlinePlease send us your name, address and phone number only.  Do not include sensitive data such as your social security number, account number, etc.  If your online access has been setup, you may login to view your account or initiate trades.

The Tools We Use
Personal interview information, tax statements, financial planning concepts and the needs and goals supplied by our client give us the general direction for our recommendations. Another important indicator is how a client feels about money management. Many clients want high returns, while others are unwilling to assume the risk associated with these returns. Our job is to assist in finding a healthy balance for each type of client. We attempt to accomplish this through asset allocation or diversification across several asset classes.


Retirement Income Planning
Developing strategies that provide consistent income, liquidity and protection against rising costs or inflation are critical. We will help you get off the interest rate "roller coaster" and develop a plan of action that may provide a more consistent and predictable monthly income.

Tax Advantaged Income and Savings Plan
Finding solutions to unnecessary high taxes can mean more money in your pocket. Select investment opportunities may help you retain more of what you earn.

Estate Transfer Plans
Our professionals are skilled at building plans that may efficiently transfer assets to your heirs when settling an estate.

Retirement Plan Analysis
Ever wonder how much your 401(k) will be worth under certain assumptions? Is it going to be enough? We can help you develop financial independence with both investment allocation recommendations and supplemental long-term savings plans.

Life Insurance & Long Term Care
Find out why it is so important and how inexpensive it is to protect your family, goals and loans. Insurance is a conservative tool aimed at protecting your most important responsibilities: your family and your business.

529 College Savings Plans

A 529 college savings plan provides a flexible, tax efficient way to save for future college costs.  A 529 Plan is an education savings plan sponsored by a state, state agency or educational institution designed to help families set aside funds for college costs.  The money can be used to pay for qualified education costs at any eligible college, university, technical or graduate school in the U.S. as well as some foreign institutions.  In most plans, your choice of school is not affected by the state your 529 savings plan is opened in. 

Contributions to 529 Plans are not deductible on your federal tax return, though your investment grows tax-deferred.  Distributions to pay for the beneficiary's college costs are federally tax-free.  Additional tax breaks may be offered by individual states. 

First Brokerage Privacy Policy for Consumers

 
*First Brokerage America, LLC, member FINRA-registered broker/dealer and member of SIPC. Insurance products in CA are offered through First Banc Insurance Service, LLC (CA DOI #0C42494).  First Brokerage America, LLC, First Banc Insurance Service, LLC  and First Bank are affiliates through common ownership. Investment and Insurance products are not insured by the FDIC or any other government agency, are not a deposit or other obligation of or guaranteed by the Bank, and involve risk including the possible loss of principal amount invested.

**Ask about Broker assisted trade rates.



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