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Financial Planning

Financial Planning - www.firstnfis.com

 

To visit the First National Financial & Investment Services website and to view your account go to www.firstnfis.com.

At First National Financial & Investment Services, we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better - your family, your business, your financial goals and your investment needs.

Through our relationship with LPL Financial, our clients have access to an array of financial products, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and member FINRA/SIPC.

Products & Services

 

Stocks & Bonds Roth & Traditional IRAs
Tax Advantaged Investments Business Retirement Plans
Mutual Funds Retirement Income Planning
Annuities Education Planning & 529 Plans
Insurance Products Professional Asset Management
Trust Accounts Financial & Estate Planning

 

To learn more about these and other investment options, contact your local First National Bank branch or our financial consultants Aaron Rohrbaugh at (419) 629-2761 and Dan Bensman at (419) 629-2761.

Click here to use our retirement and savings calculators.

Financial Advisors of First National Bank are Registered Representatives with LPL Financial. Securities Advisory Services, are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. First National Bank and First National Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.  LPL Branch Office located at 435 S. Washington St. New Bremen, OH 45869.

FINRA (www.FINRA.org) SIPC (www.sipc.org).

This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Not FDIC Insured No Bank Guarantee May Lose Value
Not a Deposit Not Insured by any Federal Government Agency
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