Investing & Retirement Planning

Achieving your financial dreams requires smart decisions that create opportunities.
Having a trusted financial advisor by your side can make all the difference.

Our investment philosophy

Our team of expert advisors, supported by a dedicated group of investment and banking professionals, is dedicated to helping you achieve your goals. Our mission is to collaborate closely with you to transform your vision into reality. We actively listen, deeply understand your needs, and provide tailored advice to guide you effectively.

1. invest with a
purpose

Your portfolio should be more than a collection of stocks and bonds. It should reflect your success to date and your dreams for the future.

02. Adhere to a
disciplined process

Our advisors can help you avoid costly mistakes and keep you focused on long-term goals during market turbulence.

3. Mitigate
unnecessaryrisk

We believe portfolios should be diversified globally. Periodic rebalancing of allocations reduces risk and may help improve outcomes over time.

4. Select investment
solutions wisely

We seek out low-cost, tax-efficient strategies that align with your investment objectives.

Two great options to start investing—made simple

Investing is all about you. It’s about striving to reach your goals, helping to improve your well-being and planning for your future. Check out both options for the one that best fits your investing style.

Advance Invest

Automated investing + help from Advance Advisory Services’ financial advisors when you need it

A powerful platform—driven by technology and backed by financial advisors1.

Premier Alliance Bank | Your Trusted Financial Partner

Investing for everyone

You don’t have to be an expert to invest wisely. We open your account and familiarize you with the platform—customizing your investment options to fit your future vision.

Premier Alliance Bank | Your Trusted Financial Partner

Advanced technology

Advance Invest is data driven and automatically makes decisions that are personalized to your risk level.

Premier Alliance Bank | Your Trusted Financial Partner

Real support from trusted advisors

Backed by caring financial advisors to add personalization and a human perspective—and answer your questions.

Advance Trade

Self-directed trading from Advance Investment Services

Hands-on, real-time investing.

Premier Alliance Bank | Your Trusted Financial Partner

Independence and control

Buy and sell your own stocks and mutual funds with access to market commentary.

Premier Alliance Bank | Your Trusted Financial Partner

Easy to open

Get started quickly and fund your portfolio from an existing account.

Premier Alliance Bank | Your Trusted Financial Partner

Low Cost

Enjoy online trading2 with a $0 account minimum and a low $60 annual fee.

Looking for something else?

Firstcore Trust Checking

You never have to wonder if you’re getting the most from your checking account. As your needs change, your benefit level changes with you.

Online Banking

A better experience created with you in mind. The everyday banking features you need—and some you didn’t know you wanted.

Firstcore Cash Credit

Earn unlimited cash back and build credit—all with one card. Sounds like a win-win.