Planning For Your Future

Whatever your financial goals may be, we can help you meet them. Investing can feel overwhelming, but don’t worry! Our experts will recommend what’s right for you.  

Learn More 

Your Investments Mean More Here

Partner with a local, experienced financial advisor at First Mutual Bank Investment Services (FFLIS). Together, we’ll create a path to meet your goals. Whether planning for retirement, saving for a new home or creating an estate plan, your money goes to work in our communities. It’s the mutual bank difference.

First Mutual Bank Investment Services include:

  • Investment Planning
  • Risk Management Planning
  • Retirement Planning
  • Life and Legacy Planning
  • Estate Planning
  • Investment Products
  • Insurance Products
  • Business Products & Services

Meet with an Investment Advisor

Let’s create your financial roadmap to meet your goals.

Connect With Us 

First Mutual Bank offers FDIC insured deposit products. FFL Investment Services offers access to brokerage and investment products which are NOT FDIC INSURED. Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC.

* Not FDIC insured * May go down in value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency. Neither Cetera Investment Services nor Cetera Investment Advisers are affiliated with First Federal Lakewood or its related companies.

Explore Retirement Planning Options

Pay taxes now and not in retirement with a Roth IRA

Our Roth IRAs give you a range of investment options, including traditional savings accounts and CDs. Your retirement savings grow with money that’s already been taxed.
Talk to a Banker 

Earn tax-deferred savings with a Traditional IRA.

Traditional IRAs offer a wide range of investment options, including savings accounts and CDs. Your earnings are tax deferred, meaning you don’t pay taxes until you withdraw your funds.
Schedule Appointment 

Get Investment Insights 24/7

Start to understand the basics or upgrade yourself to expert level with our library of knowledge.

In Retirement

Ready to test your knowledge? You’ll have ten multiple choice questions to answer. Click on each question to reveal the question and multiple choice answers. After you’ve completed answering all…
View Resource

Investing in ETFs (Exchange-Traded Funds)

ETFs, or exchange-traded funds, are an excellent way of investing in the securities markets. ETFs include a basket of securities to trade on the stock exchange, like mutual funds. They…
View Resource

First Mutual Bank: All About Us

View Resource

Student Loan Forgiveness

Student loan debt can feel crippling, especially if you are a recent graduate who is not yet earning much money. Your loan payments could hold you back from being able…
View Resource

Explaining Payroll Deduction IRAs

American workers who have retirement plans through their employers should take advantage of them. Without a solid retirement plan, security in retirement is uncertain. According to the U.S. Bureau of…
View Resource

Living with High Student Loan Obligations

College graduates often leave their universities with an unwelcome burden — a significant amount of debt. It is important to note how much student debt has grown over the last…
View Resource

How Much Do You Need to Retire?

Most people know that you need to save money for retirement. However, how many people know how much money they need to save? Do you? According to the 2022 Retirement…
View Resource