Broker Check

Products & Services

First Neighbor Investments provides assistance in the following areas: 

Investments

  • Bonds
  • Common Stock
  • Government Securities
  • Mutual Funds
  • Fixed Income Securities
  • Variable Annuities

Financial Planning

  • Retirement Planning
  • College Planning
  • Money Management
  • Tax Planning
  • 401 (k) Planning
  • 403 (b) Planning 
  • Roth IRA's
  • Traditional IRA's
  • SEP IRA's
  • Simple IRA's

Insurance

  • Disability Income
  • Life Insurance
  • Long Term Care
  • Universal Life
  • Variable Universal Life*
  • Term Insurance
  • Variable Annuities*
  • Fixed Annuities
  • Small Business Retirement Plans
  • Financial Plans

Accounting & Tax Services **

Individual, Partnership, LLC, Corporations, Non-Profit, Trust, Estate    

  • Full Service Accounting
  • Contract Accounting Service
  • Payroll and Payroll Taxes 
  • Quarterly Tax Filing & W-2 Preparation
  • Income Tax Preparation & Planning
  • Preparation of 1099's
  • Sales Tax
  • Gaming Reports
  • Industry Specific Reporting
  • Formation of new Entity
           

           

 * Financial Planning, Investments, and Insurance offered through Cetera Advisor Networks LLC Investment Corporation.

 ** Accounting and Tax Services offered through First Neighbor Tax and Accounting.