FirstBank Expands Investment, Insurance Services
Friday, April 27, 2012 1:37 am
NASHVILLE – FirstBank on Thursday announced that its FB Advisors division has changed its name to FirstBank Investment Partners. The division, which offers financial planning, has expanded its services to focus on all aspects of wealth management, including long-term care planning, estate planning and insurance.
With 12 locations across Tennessee, FirstBank Investment Partners provides customers with comprehensive financial management solutions through INVEST Financial Corporation.
“In talking with our customers, we recognized the need for insurance and legacy planning services,” said Bill Reid, senior vice president of FirstBank’s investment division and a registered representative of INVEST. “As we began to expand our services to meet our customers’ growing needs, we knew that we needed to change our name. FirstBank Investment Partners better reflects our relationship-oriented approach to financial planning.”
FirstBank Investment Partners offers customers consultations, which include the Policy Evaluation Program, where advisors evaluate the customer’s current investments and insurance plans to determine whether they are aligned with the customer’s long-term goals. Advisors assist customers with making adjustments to their plans to better meet their objectives.