PlanningFinancial Planning

First National Investments & Planning

No one should be without a solid financial plan for their business and for the personal situation.  We can help put together a plan specifically for you and help you choose the right investments.  Our seasoned investment advisors can give you access to a full range of investment products:

• Stocks
• Bonds
• Mutual funds
• And more

Learn more about investing and financial planning services visit the First National Investment and Planning  web site.

e*PrimeVest

With First National Investments & Planning, you'll have instant access to your investment account information online - 24 hours a day, 7 days a week with e*PrimeVest.

With e*PrimeVest, you'll be able to:

• Check your account balances and positions.
• Review market summary information.
• Obtain real-time quotes.
• Trade stocks*.
• Access news and research - free.

e*PrimeVest Activation Form  

To enroll in e*PrimeVest, simply complete and submit our online activation form.

You may speak with a First National Investments & Planning Financial Consultant at 888-916-8378 extension 3704.

*Online trading fee of $29.95/per trade up to 5,000 shares. Minimum commission rate applies. A commission schedule is available upon request.

 

 

Securities provided by e*PrimeVest Financial Services, Inc., an independent registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.

View e*PrimeVest privacy policy and other important information.

Financial Consultants are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this web site is for U.S. residents only. The information on this web site does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.