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    If you're like most people, you probably evaluate your portfolio in terms of its return. However, return isn't the only factor you should consider; also important is
  • Coordinating Social Security Benefits with Other Retirement Assets
    Social Security provides retirement income you can't outlive. And, in addition to your own benefit, your spouse may be eligible to receive
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    Created 10 years ago as part of the Medicare Prescription Drug and Modernization Act of 2003, health savings accounts (HSAs) have gained in popularity over the
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    A bank account can be designated as payable on death to someone of your choice. The bank pays these funds to this person almost immediately at your death, and the
  • What is a joint bank account?
    A joint bank account lets you name a co-owner for your bank account. Funds in the account transfer to your co-owner automatically if you die. Your estate generally
    
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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

 

      

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 Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. 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.