Estate & Financial Planning
The Estate and Financial Planning unit provides a variety of financial services. The department’s reputation for integrity and personalized service enables them to provide sound and objective financial advice.
Financial services are not offered in order to sell commission-driven products as is often the case with brokers and financial planners. Rather, The First focuses on helping individuals meet their financial goals. We offer a comprehensive, yet simple financial plan that the customer can understand. Complex financial plans with many charts and graphs can be confusing and are often designed to sell commission products like variable annuities, life insurance and mutual funds. This is not our style.
We welcome the opportunity to discuss these services with you. Please call us at 215-968-4872 or e-mail us at firstname.lastname@example.org to schedule an appointment.
This product is not FDIC insured, nor bank guaranteed and may lose value.
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