Services… Did you know?

At 1st & 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.
Latest News

Q1 2023 Financial Management Newsletter

Most asset prices rose moderately over the course of Q1 2023 despite persistent headwinds across the global economy. It goes without saying inflation remains historically