Education and Updates

Information Sheets

WP Selected Trust Advisor

Selecting a Trusted Investment Advisor

A professional investment strategy should be personalized to meet your aspirationsnow and in the future.

Read more about how to select an investment advisor.

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Understanding Estate Planning

A personalized estate plan provides peace of mind for you and those you care about.

Read more about understanding estate planning.

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Planning for Your Family Business

A well-conceived succession plan protects the legacy you worked so hard to create.

Read more about planning for your family business.

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Actively Navigating Your Financial Future

Ensuring a stable future includes being a full partner in estate planning.

Read more about navigating your financial future.

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Wealth Protection Against the Unexpected

Preparation and education help ensure personal peace of mind.

Read more about how to protect against the unexpected.

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Import your tax data into TurboTax® or H&R Block®

First County Advisor client, you may be able to import details from your tax forms into programs from TurboTax and H&R Block – saving you time and ensuring accuracy!

Read more about how to import your data.

NOT FDIC-INSURED. May lose value. No bank guarantee.

Investments in stocks, bonds, mutual funds or other marketable securities are not a deposit or other obligation and are not guaranteed by First County Advisors, the Wealth Management Division of First County Bank; are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other federal government agency; and are subject to investment risks, including possible loss of the principal invested. This is not an offer or recommendation of particular investment products or services nor is it intended to provide specific financial, legal or tax advice. When First County Bank is acting solely as a custodian of assets, First County Advisors does not provide investment advice, research, or recommendations, or solicit transactions in connection with accommodation trades.

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