Services… Did you know?

At 1^st & Main Investment Advisors we strive to be a full-service firm in order to address all of the various financial and risk-management cases clients present to us. Including the services we have outlined in detail on our website, did you know we can help with the following?

Financial Planning
Portfolio Management
Retirement Planning Including IRAs and Roth IRAs
Qualified Retirement Plans Including 401(k) plans, Individual 401(k) plans, SEP IRAs and SIMPLE IRAs
Brokerage and Trust Accounts
Estate Planning
Trust Services
Intergenerational Planning
Wealth Transfer
Tax Planning
Education Savings Plans
Life Insurance
Disability Income Insurance
Long Term Care Insurance
Annuities
Business Services
Charitable Giving
Money Market Accounts
Alternative Investments

Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. 1st & Main Investment Advisors, BFCFS, Any Third-Party Content Creators, Gainfully, Inc. and BFC Planning, Inc. are independent entities. Our company makes no representation as to the completeness or accuracy of information provided by Third-Parties. Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax and legal implications.

How to Graduate with Less Debt: Financial Tips for Future Students

The rising cost of college has made student debt a growing concern for many families. While loans may seem like an inevitable part of higher

Smart Tax Refund Moves That Build a Secure Financial Future

When that tax refund lands in your account, it’s easy to think about quick fixes or indulgent splurges. But a refund can be so much

Q4 2024 Financial Management Newsletter

2024 ushered in yet another measurable gain for equities, encompassing all major market indexes including our preferred benchmark, the S&P 500. Mega Cap technology stocks

Stay Informed

Subscribe to
Our Financial News

COLORADO

97 Main Street W103
Edwards CO 81632
Tel: (970) 926-2500

SOUTH CAROLINA

10 Aberdeen Drive
Greenville SC 29605
Tel: (864) 990-2805

BrokerCheck

Additional Disclosures Customer Relationship Summary (Form CRS) and Privacy Policy

Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. 1st & Main Investment Advisors, BFCFS, and BFC Planning, Inc. are independent entities.There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.

Website design by BECK