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.
Cambridge Investment Research, Inc.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. [Business Name] and Cambridge are not affiliated. Non-deposit investment products are not FDIC insured, not bank guaranteed, and may lose value.