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Welcome to Investment Services at First Community. Our vision is to help all our members pursue their financial dreams. 

We start with a great conversation, focused on your goals and your needs. We evaluate and analyze everything we learn to chart a path for you to address your goals. Our investment recommendations are only the start. We stay connected and monitor and evaluate how your investments are performing relative to your goals and to ensure your goals have not changed. Along the way, we will offer you advice. 

We can assist you with:

  • Retirement Planning
  • Social Security Planning
  • Investment Management
  • Asset Allocation Strategies
  • Insurance Planning
  • Wealth Management

We offer:

  • Professionally Managed Money
  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities: Fixed, Indexed, and Variable
  • Life Insurance
  • 529 College Savings Plans
  • Rollover IRAs
  • Roth IRAs

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Additional disclosures can be found here and here

Contact Us

To get started with a professional Investment Consultant, contact us today. We'll schedule a free, no-obligation appointment.

[email protected]
(636) 537-4488
17107 Chesterfield Airport Road, Suite 120
Chesterfield, MO 63005
(Inside UBS building just east of First Community)

Meet our Team of Consultants

Securities and advisory services are 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. First Community Credit Union and Investment Services at First Community are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Services at First Community, and may also be employees of First Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Community Credit Union or Investment Services at First Community. Securities and insurance offered through LPL or its affiliates are:

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

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.