Photo of the Trust & Wealth team. Earning your trust year after year.

Financial Planning

The Trust & Wealth Management Group at The First places a very high priority on financial planning. It is the foundation of your individualized plan. We need to know and understand your goals, needs, and risk tolerance to start the investment process. It is detailed and focused. Together, your plan is developed with an emphasis on mutual understanding and realistic goals.

To facilitate this process, The First has highly trained professionals with Certified Financial Planner™ (CFP®) designations. This is the highest and most valued certification available in the field. While credentialing is very important, we collectively bring over a hundred years of hands-on planning experience to the process. As we work to build a long-term relationship with you, The First provides highly trained and tenured professionals. The values and commitment of The First to its employees result in advisor relationships measured in multiple generations of clients. This is a major difference compared to many “asset managers” providing a “high level of service” in today’s market place for financial services. We value and provide relationship continuity.

The Trust & Wealth Management Group is small enough to know you as an individual and large enough to provide a full range of resources to meet your needs. Community bank focus and values are in full practice at The First. Our group consists of four investment and planning officers, four administrative officers and four support staff.

While many choose to dazzle you with fifty pages of a computer generated “individualized” financial plan few understand, The First stresses defined goals and objectives. Retirement funding, providing an education, your present and future generations financial security, and special individual needs drive our planning process. The Trust & Wealth Management Group at The First listens and plans before any recommendations are made.

Call 215.968.4872 and let’s look at your goals and financial needs together!

This product is not FDIC insured, nor bank guaranteed and may lose value.

Read our blog post for advice on discussing financial matters with your aging parents.