First Investment Services is here to help you identify your own personal goals and develop an individualized plan to attain those goals. We can provide guidance, whether your objectives are to invest for retirement, invest for a college education, minimize your taxes, work towards protecting your wealth, or invest in the future.
We offer you a broad range of products and services to assist you in your desire to reach your goals.
- Retirement Planning ◦ Traditional & Roth IRA’s
- College Funding Plans ◦ 529 Plans
- Small Business Retirement Plans ◦ Simple and SEP IRA’s
- 401k and Profit Sharing Plans
- Asset Allocation
- Portfolio Review
- Mutual Funds
- Variable Annuities
- Exchange Traded Funds
- Life Insurance
- Disability Insurance
- Fixed Annuities
- Long Term Care Insurance
We are committed to offering advice and products that are in YOUR best interest and will meet YOUR specific needs. For your free investment consultation, please contact Gregg Piehl at 319.266.2000 in Cedar Falls or at 319.352.1340 in Waverly.
Securities offered through IBA Securities, a division of Broker Dealer Financial Services Corp. (BDFSC) A member of the Financial Regulatory Authority (FINRA), and Securities Investor Protection Corp. (SIPC). Advisory services offered through Investment Advisors Corp., an SEC registered investment adviser.
BDFSC is not a bank. Insurance, annuities and securities offered are not bank deposits or obligations of or guaranteed by any bank, nor are they insured by the Federal Deposit Insurance Corporation (FDIC) or any Federal Government Agency. The purchase of such securities involves investment risks, including possible loss of principal.
First Investment Services/First National Bank has contractual agreements with IBA Securities to offer investment and insurance services and Investment Advisors Corp. to offer advisory services to their customers. IBA Securities is a division of Broker Dealer Financial Services Corp. (BDFSC) located in West Des Moines, IA. Investment Advisors Corp. is an SEC registered investment advisor. BDFSC provides training and operations support for First Investment Services registered representatives and over 75 other banks in the state of Iowa. BDFSC is a member of the Financial Regulatory Authority (FINRA), Securities Investor Protection Corp. (SIPC) and the National Association of Independent Broker Dealers (NAIBD).