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Newsletters
  • Hidden Gem: HSAs in Retirement
    When saving for retirement, you're probably aware of the benefits of using tax-preferred accounts such as 401(k)s and IRAs. But you may not be aware of another type
  • Tax Scams to Watch Out For
    While tax scams are especially prevalent during tax season, they can take place any time during the year. As a result, it's in your best interest to always be vigilant
  • Know Your Mutual Funds
    Almost 100 million Americans, representing about 44% of U.S. households, owned mutual funds in 2018. Saving for retirement was the primary goal for 73% of investors;
  • How can you lower the costs of owning a vehicle?
    Vehicle expenses can take a big bite out of your budget. According to a AAA report, the average annual total cost of owning and operating a new vehicle in 2018 was
  • Is a vehicle subscription service in your future?
    Automakers and start-up companies are betting that today's generation of drivers will embrace a new model of temporary ownership called a vehicle subscription
    
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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

 

 
 
 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.
 


Check the background of this financial professional on FINRA's BrokerCheck.