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Explore First Investments services to make the most of your financial wellness. Our team of advisors is ready to develop an individualized plan to help you pursue your future goals.
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OFFERING A FULL RANGE OF INVESTMENT SERVICES

Go First for all your personal and business investment needs and see how you can take your finances further.

Financial Planning

Looking for advice on how to plan for short or long-term financial goals? Planning to purchase real estate, starting a family, save for college, or master your retirement plan? Let us help find the services best suited for you.
  • Understand predictable income strategies for growth
  • Customize a plan to fund life’s important moments

Investments

Looking for guidance on how best to invest? We can help develop a plan tailored to work toward meeting your risk tolerance and financial goals.
  • Understand portfolio options
  • Create an investment plan
  • Explore opportunities for growth

Retirement

Create a retirement plan that works toward success. Explore strategies that offer a mix of tax-deferred, tax-free, and taxable income to help you pursue your goals. Speak with First Investments advisors about IRAs and other investment options to pursue 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

Life Insurance

Plan for the unexpected. Review your coverage to help secure the future you and your family need for ongoing financial success.
  • Understand coverage options
  • 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

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
Guaranteed

Not Bank Deposits or Obligations

May Lose
Value

First Investments
1050 Franklin Avenue
Suite 100
Garden City, NY 11530

(516) 747-0799
firstinvestments@lpl.com