Individual Services

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

Wealth Accumulation & Retirement Planning

  • IRA’s – Rollover, Traditional & Roth
  • Mutual Funds
  • Securities
  • College Funding Plans: 529’s, Coverdell’s
  • Tax Managed Investments
  • Annuities – Variables
  • Legacy Opportunities

Insurance

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

Need a review or second option?

Contact Judy at 408-295-5472 ext 236 or Judy@FirstSIA.com to learn more about how we can serve your individual or business coverage requirements.