Who We Serve - Financial Advisors

Our services provide access to stocks, bonds, mutual funds, CDs, ETFs, UITs and annuities. Registered investment advisor services are available to execute investment strategies and help you achieve your financial goals.

We can support investors during all stages of their financial journeys. Whether you are looking to invest a small or large sum of money in the market, we provide options and invite you to take advantage of these opportunities. Our various investment offerings are geared toward audiences based on the typical needs of these groups:

Entry-Level Investors

We have entered a new era of economic opportunity, driven by digital tools that make it easier to analyze financial systems and make basic decisions on investment strategies. This has allowed for faster, simpler trading at entry points into the market, creating opportunity for smaller-scale investments. Today’s digital advisor services can use artificial intelligence and related analytics tools to automate the investment decision process,

further lowering the cost of participating in the market and making investment accessible to just about everybody.

Our digital advisor platform is a natural fit for millennials who are seeking to get their start with investments and are comfortable using today’s technologies as part of their financial life. You can sign up online in as little as 10 minutes, fund your investment and monitor your investments digitally.

Digital advisor capabilities aren’t exclusively for entry-level investors; they can be a key component of many larger investment strategies as well.

Goal-Focused Investors

Goal-Focused Investors

Many people enter the investing space looking to achieve a specific goal. Perhaps you want to save for a down payment on a home, a college education for yourself or your children, or secure a comfortable retirement.

At 1st Discount Brokerage, we are committed to understanding the needs of our clients and working closely with them toward their goals. This personalized service can empower you to not only build your wealth but strengthen your financial health through a strategic mix of investment options.

Established Investor

Those who have been investing for a long time can run into a great deal of complexity as they try to not only understand their portfolios but also handle the accounting and underlying management elements that come with building wealth. Our financial products provide a blend of investment and management services to help you stay on top of your fiscal obligations, plan for the future and keep the complexity of your financial life under control.

Our MyCFO solution gives you access to accountants, wealth management experts and financial planners who provide support for your investment and financial strategies. This service is available for personal and business purposes, giving you a complete picture of your financial life across both spheres.

1st Discount Brokerage – Investing for All

While our varied services are a natural fit for different types of investments, our overarching investment philosophy and mission centers around making investing and wealth building accessible to everyone. We can provide the services you need to achieve your goals.

Our primary aim is to help our clients achieve their financial goals. If you are investing to promote stronger financial health for yourself or your household, we are happy to work with you to strengthen your asset portfolio. If you are seeking to build wealth – either toward specific goals or in a general wealth acquisition strategy – we can help!

Our Mission Statement

1DB’s mission is to guide investors in pursuit of financial well-being by listening to their specific needs, offering personalized solutions, developing investment strategies, and adapting to changing market conditions.