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Investment Services

Financial Advisory and Brokerage Services

Even the most successful CEOs and wealthy families work with professionals when it comes to financial planning and investing. First Independent Financial Advisor representatives* have the skills and expertise to support you with proven, systematic, leading-edge wealth management advice and tools.

We begin with a financial plan to establish your goals and guide your decisions. We are specialists, assisting you in designing, implementing and monitoring a sophisticated plan that involves you at every step along the way.

First Independent Financial Advisor representatives are able to provide you with in-depth investment research and expertise. With an expanded array of investment options, we can meet complex and unique needs of our high net worth clients. Of course, you can also rely on us for management and trading in all types of equities, fixed income and specialized investments.


Financial Advisory Services Include:
Financial Planning
As the cornerstone of any successful wealth accumulation, financial planning is a tool our Financial Advisor representatives rely on to offer the most personal and targeted service to clients. We have specific training and expansive resources that we apply systematically, yet creatively to arrive at a plan that reflects your own personal resources and goals.

Some of the specific investment services we provide include:
  • Access to nearly 10,000 Mutual Funds
  • Individual stocks and bonds. We also assist clients in diversifying their portfolio.
  • Online statements and trading access.
  • Research as a resource for investors who prefer to do their own trading.
  • Risk Management and Insurance
  • Financial Planning

 Contact a First Independent Financial Advisor representative to learn more:

  • SW Washington 360-619-4432 | 1-800-819-6473


* First Independent Financial Advisors is a marketing name for products and services offered by PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member SIPC / FINRA . Securities and insurance products offered by PRIMEVEST: Not FDIC insured. May go down in value. Not financial institution guaranteed. Not a deposit. Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PRIMEVEST Advisory Services Agreement and disclosure brochure as provided.

View PRIMEVEST  privacy policy and other important information .

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.