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First Service offers complete personal financial management services to our members as well as products and services designed to help meet your invetsment and insurance needs. Members can receive financial management assistance over the phone from financial management professionals or by calling Alan Ray at 614.836.0100 x2127 for additional information and to arrange a no-cost, personal consultation.
- Investment Planning
- Investments-stocks, bonds, and mutual funds
- Retirement Planning
- Income Protection Strategies
- Disability Income Strategies
- Education Funding
- Estate Planning
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