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Financial & Investment Services
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We know that smart banking is about relationships and understanding our customer needs, and having an exceptional team on board to accomplish that.

Hours of Operation
Lobby
Mo - Th 8:30a - 4p
Fr 8:30a - 4p
Sa Closed

Drive-Up
Mo - Th 8a - 4p
Fr 8a - 4:30p
Sa 9a - 12p

Investment, retirement, financial planning,  wealth management, long term care planning


Where do you want to go? We'll guide you on your journey.


Since 2001, the Advisors of First Southern Wealth Management have been working with our clients to help them navigate the often confusing world of financial services. Sitting beside them, learning what matters most to them and helping them put in motion, the plans to pursue their goals and objectives.

The financial security of our clients and their families is a responsibility we take seriously. WeÆre here to protect and guide you through many of lifeÆs biggest financial decisionsà from ôCan I afford to retire?ö to ôHow am I going to send my kids to college?ö

WeÆre here to help you grow and accumulate wealth, then use that wealth to plan the retirement of your dreams, and finally make sure that your wealth passes to the next generation in the most efficient way possible. Right by your side. Every step of the way.

Hours of Operation
8-4 M-F


Where do I invest in this market?  Do I have enough to retire?  Am I on track?

Questions like these are common in these uncertain times.  Now more than ever the value of time-tested advice is needed to properly navigate through the noise and distractions of our lives.

At Forbes Financial Group, our first objective is to get to know you- not just your thoughts on money.  Any financial advisor or do-it-yourself website can give you a 10 question survey and spit out a ''solution'' for you.  We strive to know the real you:  What keeps you up at night?  Growing up, how did your family deal with finances?  If you could pass on one lesson to your kids or grandkids about money, what would it be?

Only by getting to the real you can we provide sound guidance and suggestions aimed at accomplishing your goals while managing risk.  At FFG, we don't chase hot stock tips.  We don't chase returns.  We develop strategies aimed at accomplishing your specific objectives, monitor those strategies, and follow up with you regularly to see what's new in your life and how that affects our approach to your goals.

The bottom line: relationships drive our approach to investing.  World-class money management means nothing if we can't build a lasting relationship with our clients.


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