First Financial Services

First Financial Services

Financial-Services

Owasso, Oklahoma
United States
Industry Category
Financial-Services
Company Description

First Financial Services is a leading provider of comprehensive financial solutions, dedicated to helping clients achieve their financial goals and secure their futures. Located at 8601 N Garnett Rd, Owasso, Oklahoma 74055, US, First Financial Services offers a suite of services tailored to meet the unique needs of individuals and families. The firm is committed to strategically crafting, communicating, implementing, and monitoring custom financial strategies to bring financial clarity and personal fulfillment to its clients.

As a part of LPL Financial, First Financial Services provides expert consultation in a wide array of financial products, including equities, bonds, mutual funds, annuities, and insurance. Whether clients are just starting out, preparing for retirement, or already retired, First Financial Services works diligently to guide them through varying economic cycles, ensuring they make informed decisions every step of the way. With a focus on retirement planning, investment management, and comprehensive wealth planning, First Financial Services stands as a trusted partner in financial success.

First Financial Services prides itself on its commitment to serving clients' best interests and aligning with their journey, hopes, and dreams. The team at First Financial Services is dedicated to providing personalized attention and building long-lasting relationships, ensuring that each client receives the support and guidance they need to thrive financially. First Financial Services information will be completed soon with the support of the company’s management. We invite the manager of First Financial Services to create a customized and exclusive company showcase and product listing on our platform.

First Financial Services est un fournisseur leader de solutions financières complètes, dédié à aider les clients à atteindre leurs objectifs financiers et à sécuriser leur avenir. Située à 8601 N Garnett Rd, Owasso, Oklahoma 74055, États-Unis, First Financial Services propose une gamme de services adaptés aux besoins uniques des individus et des familles. L'entreprise s'engage à élaborer, communiquer, mettre en œuvre et surveiller de manière stratégique des stratégies financières personnalisées afin d'apporter clarté financière et épanouissement personnel à ses clients.

En tant que membre de LPL Financial, First Financial Services offre des conseils d'experts dans un large éventail de produits financiers, notamment les actions, les obligations, les fonds communs de placement, les rentes et les assurances. Que les clients débutent, préparent leur retraite ou soient déjà retraités, First Financial Services travaille avec diligence pour les guider à travers les différents cycles économiques, en veillant à ce qu'ils prennent des décisions éclairées à chaque étape. En mettant l'accent sur la planification de la retraite, la gestion des investissements et la planification globale du patrimoine, First Financial Services est un partenaire de confiance pour la réussite financière.

First Financial Services est fière de son engagement à servir au mieux les intérêts de ses clients et à s'aligner sur leur parcours, leurs espoirs et leurs rêves. L'équipe de First Financial Services se consacre à fournir une attention personnalisée et à établir des relations durables, en veillant à ce que chaque client reçoive le soutien et les conseils dont il a besoin pour prospérer financièrement. Les informations sur First Financial Services seront bientôt complétées avec le soutien de la direction de l'entreprise. Nous invitons le responsable de First Financial Services à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
Carol Wilcox Brent Keith CFP® ChFC® CKA®

Compare Companies Side by Side

Compare First Financial Services with 3 companies in Financial-Services

4 Companies
Comparison Field
First Financial Services
First Financial Services
Main Company
Confluence Financial Partners
Confluence Financial...
View Profile
Forbes Wealth Management Ltd.
Forbes Wealth Manage...
View Profile
Epic Capital Wealth Management
Epic Capital Wealth...
View Profile
Founded Year
1987 2009
Company Size
51-200 2-10 2-10
City
Owasso, Oklahoma McMurray, PA Carberry, Manitoba Charlotte, NC
Country
United States United States
Skills & Keywords Comparing with main company
11 Total Skills
Financial Services Retirement Planning Investment Management Wealth Planning Insurance Annuities Financial Consulting Charitable Gift Planning Estate Planning Insurance Planning Comprehensive Wealth Planning
10 Total 10 Unique
Unique Skills:
Business & Retirement Plans Business Consulting Cash Flow Analysis Corporate Cash Management Education Planning Employee Benefit Review +4
6 Total 6 Unique
Unique Skills:
Business Structuring Corporate Structuring Farm Succession Financial Advising Financial Planning Wealth Management
8 Total 8 Unique
Unique Skills:
Education Planning Impact Investing Philanthropic Planning Responsible Investing Retirement Income Planning Risk Management +2
4
Total Companies
1987
Oldest Founded
1
Countries
32
Unique Skills

Similar Companies

Other organizations in the same industry

Aktif Portföy Yönetimi
Financial-Services

Farklı yatırım tercihlerinize göre Aktif Portföy uzmanlığı ile yönetilen fonlarımızla tanışın...

Esentepe, Istanbul
Turkey
Vantage Broker
Financial-Services

Vantage – Everyone's Preferred CFD Broker

SB Wealth Solutions*
Financial-Services

We help Healthcare Professionals and Business Owners create Financial Wealth.

EximPe
Financial-Services

Digitizing FX Payments & Finance for Export & Import Businesses

Alternative Company Names

This company is also known as

First Financial Services 第一金融服务 फर्स्ट फाइनेंशियल सर्विसेज الخدمات المالية الأولى Premiers Services Financiers Первые финансовые услуги Primeiros Serviços Financeiros