Investments
Are you planning for that first home, a new baby, vacation, college expenses, retirement, aging parents, or estate issues? Whatever your plans, most of us appreciate professional assistance and advice as we look for ways to get more out of life.
First Bank offers convenient access to investment services offered through Infinex Investments, Inc., member FINRA / SIPC, a registered broker/dealer. You should read the account information found below before making any investment decisions.
INFINEX Products Offered:
- Mutual Funds
- Stocks and Bonds
- Brokered Certificates of Deposit
- Unit Investment Trusts (UITs )
- U.S. Government Securities
- Tax-Advantaged Investments
- Fee-Based Products
- Variable Annuities
- Fixed Annuities
- Long Term Care Insurance
- Disability Insurance
- Whole Life
- Universal Life
- Term Life
- Variable Life
Securities offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. Infinex and the Bank are not affiliated.
- NOT A DEPOSIT
- NOT FDIC-INSURED
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NOT GUARANTEED BY THE BANK
- MAY GO DOWN IN VALUE
When partnering with First Bank, your investment objectives will be addressed with consideration and open communication, with an effort to share product features and financial strategies in a language appropriate to your experience.
Please contact us with questions and information regarding:
- Portfolio Strategy Asset Allocation
- Retirement Planning
- Insurance Needs
- College Funding
- Tax-advantaged Investing
- Health Care Concerns
- Business Owner Needs
- Estate Issues
Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
- Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
- Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
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.
