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Business Investment Services illustration

Business Investment Services

Small and medium-sized businesses must grapple with local economic trends when it comes to decisions about hiring employees and offering competitive benefits such as retirement plans. All the while, business owners need to keep an eye on their own retirement as well as the continued success and solvency of the company. It’s natural to feel a little anxious about making business investment decisions. We have more information than ever, but the endless stream of data and investment options can feel overwhelming.

The First has served the businesses of Bucks County far longer than any other financial institution. We’ve offered friendly service and trustworthy advice to our customers since 1864, making us a source of stability for many Bucks County families and companies. Our business investment advisors can help your company with retirement plans, investment and asset management.

Personalized Investment Services

The Personalized Investment unit provides individuals with customized investment portfolios to meet their financial goals. We can design an investment portfolio to meet future needs or one that provides a monthly income to meet current needs.

We select our investments from a broad range of securities, including stocks, bonds, and mutual funds in both domestic and international markets. Our customers rely on us for comprehensive investment solutions to meet their short-term and long-term financial needs.

This product is not FDIC insured.

We welcome the opportunity to discuss these services with you. Please call us at 215-968-4872 or e-mail us at to schedule an appointment.