Financial Advisors

Have you thought about investing but you are not sure where to start? Come meet with a 1ST SUMMIT Financial Advisor. We will take the time to listen and answer all of your questions. Whether you need assistance setting up your plan, or guidance to stay on course we’re here to help you establish a clear direction.

 

The confidence to get started today

A committed approach to investing combined with a steady, disciplined method can help to achieve success. But the rewards can be significant. Investing is one way to help prepare for a comfortable financial future. 1ST SUMMIT Financial Advisors are ready to assist you in constructing an appropriate investment strategy that is designed to help you stay the course and achieve your investment objectives.

 

The right choicefor your needs

  • Financial Planning
  • Mutual Funds
  • Tax Deferred Annuities
  • Stocks and Bonds
  • Life Insurance
  • Long Term Care Insurance
  • Unit Investment Trusts
  • Money Market Funds
  • Retirement Accounts

 

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. 1ST SUMMIT Financial Advisors is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of no guaranteed or insured by an bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.