First Sentinel Financial Services
Local people serving local people.
When you need financial advice or comprehensive financial planning, you want to do more than hope you’ve made the right choice. You want to trust that your advisor is committed to getting to know you and helping you achieve your financial goals. Our wealth management team is committed to building strong, long-lasting relationships because we believe that the best solutions are found when we have a full understanding of your needs, aspirations and concerns. Whether for trusts, financial planning or investment management, we put your best interests first, earning your trust and confidence with each interaction.
Your Trusted Financial Partner
First Sentinel Bank has long been a trusted partner to the families and businesses we serve, and we are available and accessible when, where and how our clients need us.
Comprehensive Financial Planning
Each person and family has a unique situation and their own personal financial and retirement which makes a comprehensive approach to financial planning critical to the success of each plan. Whether you’re starting a family, transitioning a business or preparing for retirement, our wealth management team has the expertise needed to help you plan for each step in life.
Business Planning Services
Small-business owners and entrepreneurs are highly motivated people. They are driven to succeed, are always on the go, and try to seize every opportunity. That same focus on their business can take a toll on other aspects of life, including managing one’s personal finances.
We understand small business. We are a small business ourselves and we have been providing financial planning for local small businesses for nearly 42 years.
Through our experience creating financial plans for entrepreneurs in all types of businesses, we have learned which personal financial issues keep business owners up at night and interrupt their focus on their business goals during the day. With our knowledge and experience, we are in a position to help offload that stress by becoming your partner in the management of your business’s long-term financial future.
Our comprehensive financial planning services for small-business owners takes into account both family priorities and business needs. We carefully develop financial plans that take advantage of opportunities to build security for entrepreneurs and their families.
Our services include:
- Asset allocation and ongoing investment management advice
- Retirement plan design and selection
- Risk management
- Estate planning
- Cash flow management
- Planning for new investors, partners or successors
Our clients are also our friends, and through that relationship we develop an in-depth understanding of your short-, medium- and long-term objectives. This helps us as we analyze your financial situation and provide specific advice and recommendations. Our Financial Professionals will implement and help manage your plan using customized strategies. We believe financial planning needs to adapt and change, in much the same way life changes, so we regularly monitor and review performance, making adjustments as needed.
Ready to get started?
Contact us 276-210-1084 to learn more about our suite of products and services to help you grow, preserve and transfer your wealth.
Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: Virginia, West Virginia, Ohio and North Carolina.
Cambridge and First Sentinel Bank are not affiliated.
Click here to check out the background of this investment professional on FINRA’s BrokerCheck.