First Class Financial

EST. AUM
$0

CONTACTS

CLIENT ACCOUNTS
0

Firm Details

Metro area Minneapolis
CRD Number 341096
Website firstclassfa.com
Client types

Overview

First Class Financial is an independent registered investment advisory firm that provides comprehensive financial planning and investment management services through a personalized, one-advisor relationship. The firm emphasizes proactive, year-round financial and tax planning rather than reactive annual reviews. Its planning process includes strategy development, implementation support, and ongoing portfolio oversight tailored to each client's goals and financial complexity. Investment management services include personalized investment strategies, goal-based portfolio construction, tax-efficient management, ongoing portfolio monitoring, and coordination with other financial professionals such as CPAs and attorneys. Client assets are held by Altruist Financial LLC, an independent qualified custodian, while First Class Financial provides investment advice and continuous portfolio oversight. The firm's approach integrates investments with retirement, tax, estate, insurance, business, and cash flow planning to deliver a coordinated long-term financial strategy focused on helping clients make informed financial decisions and implement them effectively.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

First Class Financial

Platform Details

Investment Preferences

Alternative Activity

Address

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