A complete list of active advisors currently associated with First Choice Financial Services LLC

Warmer can help you find a great advisor at First Choice Financial Services LLC or one who fits your needs even better.

First Choice Financial Services LLC serves individual and high‑net‑worth clients by providing financial advice primarily through referrals to third‑party money managers and by offering estate‑planning support services. The firm acts as a liaison—helping clients complete third‑party paperwork, delivering required disclosures, and reviewing quarterly statements from the third‑party managers. Rather than managing client assets or exercising trading discretion itself, the firm places accounts with external managers (including a disclosed referral relationship with Gradient Investments, LLC) and shares in the third‑party advisory fees while performing ongoing oversight and client communications. Clients work with the firm to document goals and risk tolerance through Investment Policy Statements, and the firm draws on fundamental, technical, and cyclical analysis when making recommendations or selecting third‑party managers. Distinctive features include the firm’s affiliation with insurance agencies and its receipt of substantial revenue from insurance commissions—a conflict the brochure discloses and says is mitigated through procedures and client disclosures. Compared with many peers, First Choice does not provide direct portfolio management or charge its own percentage‑of‑AUM advisory fees and instead supplements its referral model with a negotiable, flat‑fee estate‑planning support offering.

To learn more about the advisors currently working at First Choice Financial Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.