Partner with 1st Global®

If you are a tax, accounting, financial or legal professional interested in offering wealth management services, find out more about the renowned, independent financial services partner whose goal is not to push proprietary products, but to help you meet your clients’ needs. Start here.

Please complete the form below or call us toll free at (800) 959-8461.

*First Name:
*Last Name
*E-mail:
*Phone:
Company Name:
Address
Address 2:
City
*State
Zip:
Comments or Questions:
Preferred Contact Method


Current Licenses?




Description

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Contact Us

1st Global
12750 Merit Drive, Suite 1200
Dallas, TX 75251
877-959-8400
View Map

Questions or Comments?

We value your comments and welcome your questions. Simply complete the form below.

*First Name:
*Last Name
*E-mail:
*Phone:
Company:
Address
Address 2:
City
*State
Zip:
Comments or Questions:

 

image description

Partner with 1st Global

If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth.

image description

What is Your Firm's Potential

1st Global's Wealth Management Feasibility Analysis and Consultation™ engagement offers a riskless, comprehensive look at a CPA firm's potential embedded wealth management enterprise value and outlines the optimal services, processes, structure and techniques necessary to realize this potential.