Financial Planning

Financial Advisors Focused on Your Dreams.

Financial planning at some investment firms can feel like it’s less about you and more about selling you a particular brand of products. First International Investment Services is different. Here, we provide a wide range of investment options that are matched to your financial goals.

  • Retirement Planning
  • Annuities
  • Mutual Funds
  • Stocks & Bonds
  • Estate Planning
  • College Funding
  • Life Insurance

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Connect with the First International Investment Services financial advisors in your community.


Important Consumer Information

Financial planning services offered through LPL Financial, a registered investment advisor.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. First International Bank & Trust and First International Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured First International Bank & Trust deposits and are not FDIC insured. These products are not obligations of First International Bank & Trust and are not endorsed, recommended or guaranteed by First International Bank & Trust or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they properly registered. Please note that not all of the investments and services mentioned are available in every state.

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Not Insured By FDIC or Any Federal Agency / May Lose Value / No Bank Guarantee