Services Overview

First Pacific Financial Services provides personalized attention with customized asset management. 

Our primary focus is on protecting and preserving what matters most to you. That is why we make it our priority to get to know you as a person. This commitment is strengthened by our specialized knowledge and experience, as well as the values we share in common with you. The result is a custom-tailored approach for helping you pursue your near- and long-term investment goals. After a careful review of your individual goals and objectives, we will help to design a portfolio that best reflects your needs. These investments may include: 

  • Mutual Funds 
  • Individual Stocks and/or Bonds 
  • Unit Investment Trusts (UITs) 
  • Real Estate Investment Trusts (REITs) 
  • Managed Account Programs 
  • Limited Partnerships 
  • Retirement Plans 
  • Alternative Investments 
  • CDs and Money Market Accounts 

Once we complete the initial process of setting up your investments, it doesn't end there. We will monitor the progress of your investments and we will meet regularly with you to make sure your investments reflect your current life circumstances.