First Fiduciary Investment Counsel

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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49 Years

in Business

Accredited

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(216) 643-9100Call Visit WebsiteVisit Website Map & DirectionsDirections6100 Oak Tree Blvd Ste 185Independence, OH 44131 Write a ReviewWrite Review

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Places Near Independence with Investment Advisory Service

Maple Heights (8 miles)
Brecksville (9 miles)
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Bedford (10 miles)
North Royalton (11 miles)
Cleveland (12 miles)
Northfield (12 miles)
Brookpark (14 miles)
Beachwood (15 miles)
Lakewood (15 miles)

More Info

Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Services/Products: Individuals, Foundations, Trusts, Financial Intermediaries, Retirement Plans, Corporations
AKA: First Fiduciary Investment Counsel Inc
Other Link: http://www.firstfiduciary.com
Other Email: Email Business
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investment Securities, Real Estate Agents

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Details

Phone: (216) 643-9100

Address: 6100 Oak Tree Blvd Ste 185, Independence, OH 44131

Website: http://www.firstfiduciary.com

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First Fiduciary Investment Counsel

Charitable Giving
Recently, we reviewed a client’s long-term charitable giving plans. Our client is grateful for the good fortune in her life and is committed to giving back. Through thoughtful planning, the client will be able to use her qualified retirement account as the source of future giving. The favorable tax treatment she receives once she turns 70 1/2 will enhance her giving.
Roth IRA
With the elimination of the “Stretch” provision, Roth IRAs could become an important investment vehicle for certain investors, since distributions from a Roth are not taxed. Here are three ways to add money to a Roth IRA...

Investment Management
First Fiduciary was established on the same fundamental principles that are the basis for our successful investment strategy today. We are an employee-owned Registered Investment Advisor. Investment management is our sole business. We are not brokers and we are not affiliated with any financial institution.
Mutual Funds

Accounting Services

Financial Planning
Planning for the future is an on-going process. As clients approach major life events, circumstances evolve. Our financial planning services can help clients manage for life’s inevitable changes and ensure that their financial strategies remain relevant.
Retirement Planning
At First Fiduciary, we’ve helped many clients prepare robust retirement strategies. Our approach is not “one size fits all.” Instead, we take the time to listen and gain a complete understanding of our client’s situation and goals, then assist in tailoring a comprehensive safety net that may include extending working years, if desired. We explore tax-efficient withdrawal strategies, analyze potential retirement income streams, and adjust investment plans as clients near retirement.
Asset Management
First Fiduciary has a history of providing asset management solutions for institutions, including public funds, corporations, foundations, trade associations, and non-profits. Additionally, a number of wealth managers and financial advisors select First Fiduciary to manage money for their clients while they continue to oversee the client relationship.

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