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Go First for all your personal and business investment needs and see how you can take your finances further.
  • Tax Advantages Annuities
  • Investment Advisory Services
  • Investment Trusts
  • Mutual Funds
  • Business Succession Planning
  • Cryptocurrency related funds
  • Investment Advisory Services
  • Brokerage Services
  • Sustainable & ESG related funds
  • Insurance Products
  • IRA’S
  • U.S. Bonds
  • College Savings and Retirement Plans

Financial Planning & Investments

Looking for advice on how to plan for short or long-time financial goals? Planning to invest, purchase real estate, save for college, or more? Let us help find the services to meet your risk tolerance and financial goals.

  • Understand predictable income strategies for growth
  • Customize a plan to fund life’s important moments
  • Understand portfolio options
  • Create an investment plan

Retirement & Life Insurance

Create a retirement plan or plan for the unexpected. Explore retirement strategies that offer a mix of tax-deferred, tax-free, and taxable income to help you meet your goals. Review insurance coverage to secure the future you and your family need for ongoing financial success. Speak with First Investments advisors about options to provide income stability for your retirement future.

  • Explore a variety of strategies designed to turn savings into a reliable source of income
  • Plan early for a relaxed journey later in life
  • Create a plan for your family’s most challenging moments
  • Explore options providing value over time

Trust & Estate Planning

Protect your legacy and explore opportunities for future financial wellness with trusts, estate planning, and tax strategies. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
  • Explore early financial savings options for children and dependents
  • Review options to support your favorite causes

Connect with us

Explore our list of investment professionals and find a representative near you.

How Can We Help You?

How Can We Help You?

Securities And Advisory Services Are Offered Through LPL Financial (LPL), A Registered Investment Advisor And Broker/Dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. The First National Bank of Long Island and First Investments are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using First Investments, and may also be employees of The First National Bank of Long Island. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of The First National Bank of Long Island or First Investments. The First Investments site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of New York State. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank

Not Bank Deposits or Obligations

May Lose

First National Bank LI (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please click on LPL Financial Form CRS for more detailed information.

First Investments
275 Broadhollow Road
Suite 200
Melville, NY 11747