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A First National Investments & Planning Financial Consultant can help you set your financial goals, maximize opportunities while identifying potential obstacles, and develop, implement and review your financial plan. Offering solutions for financial and retirement planning to complete brokerage services, First National Investments & Planning provides the personalized products and services you need to help make your financial dreams a reality.
Products and services available through First National Investments & Planning include:
Securities provided by e*PrimeVest Financial Services, Inc., an independent registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.
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Financial Consultants are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this web site is for U.S. residents only. The information on this web site does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
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