First County Advisors holds regularly scheduled meetings with each client to assure the ongoing achievement of their investment objectives. Additionally, we provide valuable support services to ensure smooth functioning of each account:
Managing pension, 401K and IRA rollovers
Coordination with investment, legal andtax advisors
Custody and safekeeping of assets
Maintenance of tax-cost information
Collection of income and automatic reinvestment or payment
Regular portfolio appraisals and transaction statements
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. First County Advisors, when acting solely as a custodian of assets, does not provide investment advice, research, recommendations or solicit transactions in connection with
accommodation trades. 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. Account
instructions are not accepted by e-mail or social media.
You are accessing a resource that includes multiple links to data not hosted on our web site.
This service has been provided for your education and convenience only. It does not imply that the First County Bank endorses or sponsors the included companies or organizations. We also cannot guarantee the accuracy of the information offered or the privacy of any information you may disclose while on these sites.
The products and services offered on 3rd party sites, including investment and insurance products, are not products of First County Bank and may not be insured by the FDIC.