Joshua Roach's Contact Details

Joshua Roach's Company Details

1st & Main Investment Advisors

Edwards, CO, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

1st & Main Investment Advisors prides itself on exercising fiduciary responsibility to each of our relationships in a fee-only environment. Our independence from traditional brokerages, banks and wire-houses enhances our ability to deliver un-biased, customizable planning solutions and portfolio management on behalf of those who work with us. Established in 1985 in Vail, CO 1st & Main Investment Advisors is Registered Investment Advisory firm committed to growing and preserving clients' wealth. Principles maintain a comprehensive approach to planning, research and analysis, trade execution and management of portfolio risk to over 700 individual and small business clients. In 2013 we opened an office in Greenville, SC to serve a growing community in the southeast. Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. 1st & Main Investment Advisors, BFCFS, and BFC Planning, Inc. are independent entities.www.berthel.com/disclosures; www.finra.org; and www.sipc.org