Financial Planning - First Metro Bank

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Financial Planning

We offer a variety of options for financial planning and guidance. Sometimes it can be difficult to choose when, how, or where to invest your money.

We begin the financial planning process with an in-depth evaluation of your financial information and thorough discussion of your financial goals. We will identify and present various options that fit your needs and discuss them with you. Once you determine which option you’d like to pursue, we will aide you throughout the lifespan of your chosen product/service.

Contact us for more information.

First Metro Bank Financial Services is a division of First Metro Bank. Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Concourse Financial Group Securities is independent of First Metro Bank and First Metro Bank Financial Services.First Metro Bank Financial Services is a division of First Metro Bank. Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. 
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A BANK DEPOSIT

Please be advised that presently Kenneth Davis holds a Series 7 and 66 licenses in AL and TN. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Concourse Financial Group Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

Links to third-party web sites are provided as they may be of interest to our website visitors for convenience.  First Metro Bank does not endorse nor are we responsible for the content of the third-party links.  Concourse Financial Group Securities makes no representation to the accurateness of information provided at these sites.  Also, please be aware that the security and privacy policies of these sites may be different than those of First Metro Bank; therefore, read third-party privacy and security policies closely.  First Metro Bank will not be responsible for any loss, damage to equipment, or incompatibility between the third party website and any Web browser, operating system, or devise used or operated by a user.