Product InformationFirst National Investments & Planning
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What are your financial goals? Do they involve sending your children to college...buying a dream home...traveling...retiring early?
At First National Investments & Planning, we can help you with any of these financial goals and more. Everyday, we create plans, provide guidance, and recommend appropriate investment products - to people just like you.
And, with First National Investments & Planning, you'll have instant access to your investment account information online - 24 hours a day, 7 days a week with e*PrimeVest.
Plus with e*PrimeVest, you'll be able to:
- Check your account balances and positions
- Review market summary information
- Obtain real-time quotes (100 free for signing up & 100 quotes per trade thereafter)
- Free delayed quotes (unlimited)
- Trade stocks*
- Access news and research - free
For more information, visit the First National Investments & Planning web site. Or speak with a First National Investments & Planning Financial Consultant at an office near you. To activate online brokerage account access simply go to the e*primevest site and complete the online access instructions. That's it! You're ready to take control of your account.
| Boulder/Denver | Rich Weintraub | 303-938-4647 |
| Fort Collins - Boardwalk Office | Brad Thompson | 970-282-9628 |
| Fort Collins - Harmony Office | Isaac Essay | 970-494-5535 |
| Fort Collins - Oak Office | Kevan McNaught | 970-495-9427 |
| Greeley/Windsor | Brad Circle | 970-346-1513 |
| Loveland | Isaac Essay | 970-267-2800 |
Securities provided by PrimeVest Financial Services, Inc., an independent registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.
View PrimeVest privacy policy and other important information.
Financial Consultants are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this web site is for U.S. residents only. The information on this web site does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
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