Individual Finanacial Services

First Street provides Personalized Wealth Accumulation, Preservation and Protection Solutions and Strategies that include:


Wealth Accumulation Solutions

  • IRA’s – Rollover, Traditional & Roth
  • Mutual Funds
  • Estate Planning
  • Retirement Solutions
  • Securities
  • College Funding Plans: 529’s, Coverdell’s
  • Tax Managed Investments

Preservation & Protection Strategies

  • Life Insurance
  • Long-Term Care Coverage
  • Income/Disability Coverage
  • Healthcare Coverage
  • Annuities – Fixed & Variable


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