Our Services
At Members First Investment Services, you’re at the center of everything we do. We’re committed to empowering individuals and businesses with a suite of services designed to support your financial goals — wherever you are on your journey. Our approach is rooted in clarity and education, helping you feel confident in every next step.
As your needs grow and evolve, our collaborative network and dedicated team are here to guide you with tailored solutions and meaningful insights. With Members First, you can count on a forward-thinking partner committed to helping you plan, build, and thrive — every step of the way.
Strategies For
- Retirement Planning
- Charitable Giving
- Alternative Investing
- Estate Planning
- College Planning
- Tax Managed Investing
Retirement Plans
- Self–Directed Plans
- Universal Plans
- Pension & Profit Sharing
- Plan Design Assistance
- 401(k) Plans
- IRAs
- Plan Review
Fixed Income
- Municipal Bonds
- Fixed Annuities
- Unit Investment Trusts
- Corporate Bonds
- Government Securities
- CDs
Insurance
- Life Insurance
- Variable Life
- Long–Term Care
Advisory Services
- Money Managers
Alternative Investments
- Managed Futures
- Concentrated Equity Strategies
- REITs
- Non-Traded BDCs
- Alternative Strategy Mutual Funds
Equities
Mutual Funds
Preferred Stock
Annuities
Common Stock
Variable Annuities
Ready to Get Started?
Let’s start building a strategy that puts your goals first.