Personalized Financial Guidance for
Every Stage of Life
At First Investment Services, we believe your financial plan should be as unique as you are. Whether you're preparing for retirement, saving for a child's education, growing your wealth, protecting your family's future, or planning for life's next chapter, we're here to help.
Our financial professionals will take the time to understand your goals and create a personalized strategy designed around your needs, priorities, and timeline.
How We Can Help
Retirement Planning
Build a strategy for the retirement you envision with solutions such as:
- Traditional & Roth IRAs
- Small Business Retirement Plans - Simple & SEP IRAs
- 401k & Profit Sharing Plans
- Asset Allocation
- Portfolio Review
Education Savings
Prepare for future education expenses with:
- College Funding Plans - 529 Plans
Investment Planning
Create a diversified investment strategy tailored to your goals and risk tolerance:
- Asset Allocation Strategies
- Portfolio Reviews
- Mutual Funds
- Stocks
- Bonds
- Exchange Traded Funds (ETFs)
- Variable Annuities
Insurance & Wealth Protection
Help protect the people and assets that matter most:
- Life Insurance
- Disability Insurance
- Fixed Annuities
- Long-Term Care Insurance
Advice Centered Around YOU
At First Investment Services, we are committed to providing guidance that is in your best interest. We take a personalized approach to helping you make informed financial decisions so you can feel confident about your future.
Schedule Your Complimentary Consultation
Whether you're just getting started or looking for a second opinion on your current financial strategy, we're here to help. Contact Gregg or Rachel today to learn more or schedule an appointment.
Gregg Piehl
(319) 242-7995
gpiehl@cambridgesecure.com
Rachel Clayberg
(319) 242-7937
rclayberg@cambridgesecure.com
Learn More About Our Financial Professionals
View Gregg and Rachel's professional credentials
at: http://brokercheck.finra.org/ Cambridge Investment Research, Inc. is not affiliated with First Investment Services or First Bank
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC to residents of CO, FL, IL, IA, MN, NJ, OR, WI, MS. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. First Investment Services/First Bank and Cambridge are not affiliated. Non-deposit investment products are not FDIC insured, not bank guaranteed, and may lose value. Fixed insurance services offered through First Investment Services.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC to residents of CO, FL, IL, IA, MN, NJ, OR, WI, MS. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. First Investment Services/First Bank and Cambridge are not affiliated. Non-deposit investment products are not FDIC insured, not bank guaranteed, and may lose value. Fixed insurance services offered through First Investment Services.