Relationship Services
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 and tax 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
- Annual tax services related to the account
- Networking with other banking services
