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  • Retirement Withdrawal Rates
    During your working years, you've probably set aside funds in retirement accounts such as IRAs, 401(k)s, and other workplace savings plans, as well as in taxable
  • When Your Child Asks for a Loan, Should You Say Yes?
    You raised them, helped get them through school, and now your children are on their own. Or are they? Even adult children sometimes need financial
  • How Does Your 529 Plan Stack Up Against the Competition?
    If you're one of the millions of parents or grandparents who've invested money in a 529 plan, now may be a good time to see how your plan
  • I owe a large amount of money to the IRS. Can I pay what I owe in installments?
    Unfortunately, not everyone gets a refund during tax season. If you are in the unenviable position of owing a large amount of money to the IRS, you
  • Will I have to pay a penalty tax if I don't have qualifying health insurance?
    It depends. One of the main objectives of the health-care reform law, the Patient Protection and Affordable Care Act (ACA), is to encourage uninsured
    
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Welcome to First Priority Financial Services

At First Priority Financial Services, we take managing your wealth to a higher level providing you with personalized service and an unbiased needs-based approach. Our professional advisors will work with you to develop goals and strategies that are financially sound and fully customized.

Personalized Recommendations

Whether it is saving money for retirement, education, or preserving your portfolio, everyone needs to establish a realistic plan to achieve their goals. With First Priority Financial Services, you will have the benefit of working with our highly trained professional financial advisors who are dedicated to helping you create the plan that's right for you.

 Complimentary Financial Consultation

In today's market, it is more important than ever to have a clear picture of where your financial future is headed and the best way to get there. Our professional advisors will work with you to establish realistic goals and work towards creating a financial plan to achieve those goals. Our team can help you:

Plan for retirement to ensure you don't outlive your savings

Provide for education costs for children and grandchildren

Protect your savings and business to be passed on to the next generation.

About First Priority Financial Services

Jane T. Gardner, CLU ChFC – Senior Vice President and Director of Wealth Management, First Priority Financial Services and Infinex Investment Executive: Jane combines her lending and financial planning skills, to provide a full range of services for our clients. With over thirty years of experience in the financial services industry, Jane’s focus has always been on creating and preserving wealth for her clients in a tax efficient manner.
Phone: 484-527-4026    Email: lgardner@infinexgroup.com

 

Frank J. Violini, CFP® - Infinex Investment Executive: Frank has over 15 years of experience creating successful wealth management strategies for consumers in all financial situations. He has extensive experience in insurance and investment products, as well as in depth knowledge of asset allocation and retirement planning.
Phone: 484-527-4009    Email: fviolini@infinexgroup.com

 

 
 
 Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. First Priority Financial Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.