FIRST FINANCIAL SERVICES, LLC

Overview

First Financial Services, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and small institutional clients, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Its business model blends fee-based advisory work (percentage of AUM) with transactional relationships that generate commissions, and the firm maintains an affiliation with an insurance company that supports insurance and annuity distribution. Investment activity skews toward pooled public funds as the primary portfolio building blocks, supplemented by insurance products and selective private placements. The firm does not position itself as an active ESG investor and operates under a single-state adviser footprint. Portfolios are managed on a discretionary basis for the majority of client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices