1st Global was founded in 1992 by CPA’s who believe that accounting, legal and financial professionals are uniquely qualified to add value to their existing client relationships by offering holistic comprehensive wealth management services.
1st Global Capital Corp. offers wide-ranging access to information, a diverse portfolio of financial products, premium services and advanced technology that enables advisors to meet each unique client need. Securities brokerage services include: comprehensive access to financial products: stocks, bonds, CDs, mutual funds and variable annuities; consolidated client statements and year-end tax reports that are simple and easy to understand.
1st Global Insurance Services offers access to over 80 different insurance companies and is able to offer a variety of solutions for your specific needs. The Annuity and Insurance Planning Group is a team of highly trained insurance professionals who are available to provide case support from client case analysis and design to products and solutions. The team also has developed unique tools to facilitate reviewing and evaluating existing annuity and insurance coverage.
The 1st Global Financial Consulting Group provides advice on product solutions and also analyze exiting investments and/or design an investment portfolio for our clients based on the unique needs, which may include conforming to a client’s investment policy statement. This group is also responsible for providing on-going education through webcasts, on-site training, and individual training calls.