First Financial brings its unique brand of local, personalized service to the world of online trading. “Since we understand that one financial decision can effectively change a dozen more, we leave no stone unturned in identifying potential problems for our clients and creating the right solutions for them,” says McCulley. By becoming one of the first financial planning companies to offer online trading services, First Financial continues its tradition of being several steps ahead of the competition.
First Financial utilizes the services of an in-house insurance specialist, Janie Meyers, as well as those of customer-care executive Jan Smith. The company also has on tap a wide network of expert planners, attorneys and CPAs to help solve specialized problems for its clients. About First Financial Design, Inc.First Financial Design, Inc. is a financial planning company offering full services in financial planning including retirement plans design and online trading. First Financial specializes in retirement and tax planning and currently has over $50 million under management.
Pages: 1 2


Responses to 'First Financial'