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AmFirst Financial Advisors

Real advice from real people.

Everyone is Different

AmFirst Financial advisors learn about your particular needs and goals to help you build investment strategies and financial plans that make sense. They can help you invest in a variety of products, including mutual funds, ETFs, stocks, bonds, annuities, and CDs. But we also look beyond the numbers. We understand that it’s about what those numbers do for you. AmFirst Financial advisors help you piece the numbers together in meaningful ways to plan for retirement, manage insurance, fund education, and prepare to transfer wealth.

  • Get specific, personal financial advice

  • Build an investment portfolio

  • Plan for the future

Get specific, personal financial advice Build an investment portfolio Plan for the future

Mutual Funds, Exchange Traded Funds, Stocks, Annuities (Fixed, Indexed, and Variable), Brokered CDs, Bonds, Life Insurance, and Long Term Care. Get help with retirement planning, investment management, insurance planning, education planning, and wealth transfers.

We connect your story with financial strategies.

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Call 205-320-4035

Securities and advisory services 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.  America’s First Federal Credit Union and AmFirst Financial are not registered as a broker-dealer or investment advisor.  Registered representatives of LPL offer products and services using AmFirst Financial, and may also be employees of America’s First Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, America’s First Federal Credit Union and AmFirst Financial.  Securities and Insurance offered through LPL or its affiliates are:

Not Insured by FDIC or NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

 

 

  • Your Credit Union (America’s First Federal Credit Union) 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

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

LPL Financial CRS Form

 

Scam Alert: Be cautious of fake texts claiming to be about out-of-state purchases, requesting a code. We’ll never call and ask for a verification code.