First Investment Services

First Investment Services First Investment Services is a financial services firm that helps clients along their financial journey. Member FINRA/SIPC. www.finra.org, www.sipc.org.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Insurance products are offered through LPL or its licensed affiliates. First Bankers Trust, N.A. and First Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Investment Se

rvices, and may also be employees of First Bankers Trust, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Bankers Trust, N.A. or First Investment Services. Securities and insurance offered through LPL or its affiliates are:

• Not Insured by FDIC or Any Other Government Agency
• Not Bank Guaranteed
• Not Bank Deposits or Obligations
• May Lose Value

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Happy Father’s Day to all fathers and father figures. We hope you have a wonderful day celebrating with your loved ones!
06/21/2026

Happy Father’s Day to all fathers and father figures. We hope you have a wonderful day celebrating with your loved ones!

The markets and our office will be closed today in observance of Juneteenth.
06/19/2026

The markets and our office will be closed today in observance of Juneteenth.

Life doesn’t stay the same—and financial plans shouldn’t either. Changes in career, family, or goals often mean it’s tim...
06/15/2026

Life doesn’t stay the same—and financial plans shouldn’t either. Changes in career, family, or goals often mean it’s time to revisit strategies and ensure everything is still aligned.

Congress continues to increase the tax and estate planning benefits of 529 plans, making them a must-consider tool for p...
06/12/2026

Congress continues to increase the tax and estate planning benefits of 529 plans, making them a must-consider tool for parents and grandparents.

Financial planning is about more than numbers—it’s about creating a strategy that supports your goals through every stag...
06/09/2026

Financial planning is about more than numbers—it’s about creating a strategy that supports your goals through every stage of life. From retirement planning to risk management, a clear plan helps bring focus and confidence to financial decisions.

Retirement income planning isn’t something that’s set once and left alone. As markets shift, spending patterns change, a...
06/07/2026

Retirement income planning isn’t something that’s set once and left alone. As markets shift, spending patterns change, and life evolves, it’s important to revisit how all the pieces work together. Taking time to review income sources, withdrawals, taxes, and planning details can help keep your strategy aligned with what matters most.

If these topics raise questions, a periodic review can help bring clarity and confidence moving forward: https://www.firstinvestmentservices.com/contact-1

Planning for retirement requires accurately estimating spending needs and consulting a financial advisor. Diversifying r...
06/05/2026

Planning for retirement requires accurately estimating spending needs and consulting a financial advisor. Diversifying retirement savings into safer assets can protect against market downturns. Tracking expenses and adjusting spending during retirement are crucial to avoid depleting savings.

Address

Quincy, IL

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

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