An Investment Advisory Firm That Has Been Earning Our Client's Trust Since 1985.

Call us to Start Planning Your Future.

Comprehensive Investment Advisory Services from a Firm You Can Trust

Do you need help planning for the future? First Investment Corporation is here to help! Retirement planning, saving for big events or when life happens and you need advice, our professional team of Investment Advisor Representatives can help. Managing your investment portfolio and planning for your financial future can be challenging. We can help guide you through the process. Don’t wait, contact us today.

With our help you can:

Professionally Manage Investment Portfolios

Assess the Need for Estate Planning

Prepare a Financial Plan with CFP® on Staff

Prepare a Financial Plan with CFP® on Staff

Each family or individual we work with has their own unique financial needs. With our expertise and processes, we typically have a good view of the field to identify risks and things that can expose our clients unnecessarily to excessive risk. Our Team of Investment Advisor Representatives and back-office staff can help. What does this mean? Managing money begins with properly identifying real risks and then diversifying in a conservative manner considering all main forms of risk; the big risk that most do not consider is the loss of purchasing power over time. In addition, investments are difficult to manage. We are happy to help. As a CERTIFIED FINANCIAL PLANNER™, Kenny Green can also help you create a financial plan, which is what we recommend. Even the lack of any plan is, by default, a plan. So, in about the same time it takes to plan a family vacation, we can create a custom plan for you. Thus, relieving many of the stresses of the ‘unknown’. 

Using Calculator - Bartlesville, OK - First Investment Corporation
Partnership Of Business Concept - Bartlesville, OK - First Investment Corporation

Why Should You Work With FIC?

Our FIC Investment Advisory firm has been in business since 1985. Our style of practice seems to be a fit for individuals that understand the value of working with a professional for things as important as one’s future. We understand that you work hard and play hard and want your hard-earned dollars to have the greatest potential to work harder for you than you ever did for it. We understand that you have dreams and hopes for your future, and we provide the plan to reach them. To learn more about our team and the way we work, click here

Securities offered through Calton & Associates, Inc. Member FINRA and SIPC.

First Investment Corporation is an investment adviser registered in the states of Oklahoma, Texas, Arkansas, Florida, and Kansas.

First Investment Corporation is not owned or controlled by Calton & Associates, Inc.

Looking for a certified financial planner? Call Kenny Green today at 918-337-2045 or our CFP on staff.

Call Today (918)-337-2045
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