Find a Wealth Management Firm

Wealth Management Firm Request Form

1st Global

Are you a serious investor looking for exceptional, tax-centric financial planning? If there is a firm in your area taking new clients, we will ask them to reach out to you. Fill out the form below to begin the process.

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


Financial
Services










Description

 

In The News

  • 1st Global Celebrates the End of Tax Season at Top Golf

    May 4, 2016
    1st Global recently held a company engagement event at Top Golf in order to participate in an enjoyable activity with co-workers, recognize company and individual achievements, and provide answers to questions employees had regarding the company.  (more)

  • 1st Global Responds to DOL Conflict of Interest Rule Announcement

    Apr 8, 2016
    The U.S. Department of Labor released its highly anticipated Conflict of Interest Rule (or Fiduciary Rule) on Wednesday, April 6. 1st Global, a research and consulting partner to select CPA and wealth management firms, commends the DOL for responding to industry feedback and delivering what may be a more workable rule.  (more)

  • 1st Global Raises More Than $3,000 for Local Charity

    Mar 29, 2016
    The 1st Global bowling league, an annual league comprising employees throughout the company, recently participated in a fundraiser for The Birthday Party Project, a local North Texas charity that hosts birthday parties for homeless children.  (more)