Our Services

A PERSONAL APPROACH

The needs of today's investor have become highly diverse, as has the choice of financial products. Today's investor seeks a firm with the expertise to address this changing marketplace. Clients have come to expect the highest levels of knowledge, service and professionalism.

Like most of the top firms in this industry, we offer a broad array of investment products, services and technology. The knowledgeable and experienced professionals associated with the First Aurora Financial Group are happy to educate you and your family on the widest range of investment concepts and tools including:

  • Stocks, Bonds, Mutual Funds, Managed Accounts, Annuities (Fixed & Variable), etc.
  • Money Management & Tax Planning
  • Individual Retirement Planning & Rollovers
  • 401(k), Pension & Profit Sharing Plans
  • Life Insurance & Long-Term Care Insurance
  • Estate/Trust Planning
  • Charitable Giving
  • Disability Income
  • Executive Benefits - Buy/Sell Insurance, Key Man Insurance, Deferred Compensation
  • Group Benefits

Through thoughtful planning and preparation, we strive to continually build strong client relationships. We focus on a stable future for those who rely on our services. Stability has never been more important than during these times of market volatility.

What sets us apart is the relationships that we proudly establish. Our philosophy of one-on-one services keeps our customers coming back. We relate to our investors on a personal level - listening to hopes and dreams, fears and concerns along the way. Having a personal level of trust in your financial advisor can make all the difference in the world.

The professionals at the First Aurora Financial Group will work with you to evaluate the myriad of products available and determine which ones are the best fit for your needs.

 


 KNOWLEDGE • EXPERIENCE • TRUST