OFFERING A FULL RANGE OF INVESTMENT SERVICES
- 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
- 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.
MEET THE TEAMSecurities 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 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 visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
First Investments
275 Broadhollow Road
Suite 200
Melville, NY 11747