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 works with individual and high‑net‑worth clients to coordinate investment services and provide estate‑planning support. The firm does not manage client assets directly but documents client goals and may help clients complete paperwork and review reports from outside managers. Rather than providing in‑house portfolio management, First Choice refers clients to third‑party money managers, acting as a liaison and receiving a portion of the third‑party advisory fees while delivering required disclosures and reviewing quarterly statements. The firm’s direct advisory work is limited to non‑discretionary services and flat‑fee estate‑planning support rather than a percentage‑of‑assets fee model. Compared with many similarly sized team firms, First Choice is notable for not accepting discretionary trading authority, not custodializing client assets, and not using AUM fee billing in its own advisory role. The firm’s owners also operate affiliated insurance agencies and generate a majority of revenue from insurance commissions, a practice disclosed as a potential conflict of interest.

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.