Why us?

Like you, we have passions. Golf. Theater. Travel. Family. Charities. Passions are what we look forward to and wish we could do more often. Our role is to help you do just that: do more of what you’re passionate about.

At First Financial Associates, we excel at listening to our clients and learning their unique needs, dreams, and fears. We want to be your guide through the financial world, and know that understanding you is the key to that journey.

How are we different?

We are an independent financial planning firm.  This means that we represent you, and not any company or product.

Unlike most firms, we have no client minimums and there are no initial consultation costs to meet with us and benefit from an independent perspective.  

Let’s plan this journey together!

Services

 

Retirement Planning

Retirement doesn’t come with instructions.  You need a retirement plan.  We can help you create that plan, and then we’ll work together to achieve the retirement that you deserve.

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Education Planning

Planning for college has its own challenges and we will help you navigate this process.  From 529 plans to what types of assets count for what on the FAFSA (the Free Application for Federal Student Aid), we can help you.

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Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings.  We will help you navigate what insurance coverages are best for you, from life insurance to Medicare.

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Professionalism. Expertise. Family. Independence.

First Financial Associates.

Blog

Jeffrey B. Snyder, CFP® |
Sometimes it is useful to consider the pros and cons for the markets as we currently see them. I am generally positive on the future, and it is easier for me to state the bullish case rather than the bearish case below, but let me give some of the positives and negatives as I see them for the balance of 2024: PROS : 1. Stock market momentum : The S&P 500 index is up 23%...
Jeff Snyder |
Categories
As many of you know, Broadway shows tour around the country bringing professional musicals to the masses without having to traipse to Manhattan. I have 6 tickets each to two upcoming Broadway shows at The Bushnell, in Hartford CT: “The Cher Show” Wednesday March 6, 2024, and then “Funny Girl” Wednesday June 19, 2024. (The dates can be changed to other nearby dates where the shows are also running, free of charge, but depending on...
Two main items for this post: 1. You can now text our firm, in a compliant-fashion, at 860-657-3000. PLEASE - if you have my cell phone number, do not text that number about anything business-related, as I am not permitted to converse in that fashion via that method, as has always been the case. We have invested in another platform where the business number above can receive a text, and we will check it frequently...