1st Global Phone Numbers and Emails

Toll-Free Number:

  • (877) 959-8400
  • (214) 294-5000
  • (214) 294-5430
  • (214) 294-5310
  • (202) 371-8300

1st Global Email:

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1st Global Contact Information

1st Global Website:

1st Global Help Center:

Corporate Office Address:

12750 Merit Drive, Suite 1200
Dallas, 75251
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About

1st Global Privacy Policy
Company's business is to help CPA firms honor the important promises they have made to their clients by adopting and implementing essential wealth management capabilities. For over 25 years, 1st Global has been a leading growth consultant for market-dominating CPA firms that seek to be the preeminent providers of high benefit services to their most valued clients. Partnering with 1st Global allows The User to be more, play large, and let go. Although there is no way to guarantee return on a particular investment or protection from market fluctuation, there are ways that investors' accounts are protected. Securities are offered through 1st Global Capital Corp. Member FINRA and SIPC. NFS also has arranged for coverage above these limits. Neither coverage protects against a decline in the market value of securities, nor does either coverage extend to certain securities that are considered ineligible for coverage.
To read more: http://www.1stglobal.com/clients/security-privacy
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Summary

1st Global is a leading privately owned company offering wealth management services. 1st Global has become a trusted ally for a number of legal and accounting companies. The company has collaborated with close to 400 businesses helping clients with varied wealth management projects. Along with its core expertise, associates at 1st Global present its clients with a number of helpful business techniques and consulting offerings to streamline their businesses. Areas of expertise of 1st Global span across such domains as investment, retirement, and estate planning as well as fee-based asset management.

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