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Why choose (invest with) First Florida Investment Services?
Our Services
Retirement Income Planning
State of Florida DROP Program
Estate Conservation
Tax-efficient Investing
Brokerage Services
401k Rollovers
Our Products
IRAs, SEPs, Simple IRAs, 401ks
Mutual Funds
Stocks & Bonds
Life, Long-Term and Disability Insurance
Tax-Deferred Annuities
Verbiage
We are here to serve you.
First Florida Investment Services, located at First Florida Credit Union, seeks to empower our members’ financial success through comprehensive, holistic financial planning at all stages of life.Our advisors take great care to understand each member’s unique circumstances in order to provide appropriate guidance.We take great pride in the deep, thriving, ongoing relationships with our members in an arrangement of trust which ensures that our members’ needs are paramount.
Our Process - What We Do & How We Help
Whether our members are nearing retirement, changing jobs, experiencing the loss of a loved one, protecting an estate or simply beginning to consider a financial future, we work collaboratively in the following process:
- Goal Determination
- In a confidential setting, we listen and understand our members’ desires and resources.
- Plan Development
- To provide recommendations, we utilize subject matter expertise, advanced technology and non-proprietary investment and insurance choices made available through our relationship with LPL Financial.
- Implementation and Monitoring
- At our members’ discretion, the plan is enacted. We provide technology access necessary for assessment of success and a commitment toward 24 hour responsiveness. Further, we ask for a commitment of regular face-to-face reviews according to our members’ desired timeframe.
