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Investments

Whether you're a young family just starting out or a couple looking toward retirement, our staff will collaborate with you to ensure your money's in the best investment options available. Partners 1st is dedicated to working with you to find investment options catered to you and your family's unique situation.

IRA
Individual Retirement Accounts (IRA)

Save for retirement with a flexible and secure Individual Retirement Account (IRA) through Partners 1st.

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Business Lending
Insured Money Management Account (IMMA)

Earn higher dividends from your savings by opening an insured money management account through Partners 1st.

View current IMMA & IMMA Gold rates

Insured Money Management Account (IMMA)

You earn a competitive rate, while providing daily liquidity. If you need a short-term investment or are concerned about tying up your funds, check out our IMMA.

  • Minimum $1000 required
  • Dividends pay monthly
  • Deposits and withdrawals must be $250+
  • Withdrawals limited to six per statement month (with no more than three by check)

Insured Money Management Account - Gold (IMMA Gold)

You earn a high rate, while providing daily liquidity. This account is designed for our members who need a short-term investment, are concerned about tying up your funds, or want to earn more on your deposits.

  • Minimum $100,000 required
  • Dividends pay monthly
  • Deposits and withdrawals must be $500+
  • Withdrawals limited to six per statement month (with no more than three by check)

Preferred Financial Group, Inc.

Successful financial planning isn't about just taking risks, trying to time the market, or chasing the latest trends. Like most investors, you can't afford to make mistakes with your hard-earned money. Let Preferred Financial Group assist you with their wide array of financial services, teaching you how to invest that valuable money.

Call 260-637-7282 or 877-637-7282 to set up a free tax and investment consultation.

Note: Any investments made with Preferred Financial Group are not NCUA insured.

Retirement

Preferred Financial Group can review your current retirement plan, assist in 401(k) rollovers, analyze pension options, and help determine if you are on pace for the retirement income you desire.

Small Change
College Education

This firm can help determine how much you will need to save for a child's education and then work with you to create an investment plan to achieve this goal.

Save for college
Tax Planning and Preparation

The firm at Preferred Financial Group handles tax preparation and planning for both individuals, partnerships, fiduciaries, and businesses.

Pay my loan
Estate

Make sure that your assets will be properly dispersed upon your death. Preferred Financial Group uses the most tax-efficient methods of transferring your assets to your beneficiaries.

Regular Special Savings
Insurance

Preferred Financial Group can provide low cost life and long term care insurance.

See Rates
Schedule a Free Consultation

Preferred Financial Group offers free tax and investment consultations. Please call 260-637-7282 or 877-637-7282 to set up an appointment by phone or in person.

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