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First Federal Wealth Advisors (FFWA) has been serving individual and corporate clients since 1990. Our financial representative uses a consultative approach in designing customized strategies and portfolios for each client. Our primary focus is in retirement income preparation and wealth management services. We also assist clients in the accumulation phase of preparing for their retirement and education needs. We believe that understanding the clients needs and objectives is foundational to providing outstanding services.
|First Federal Wealth Advisors|
|100 Frontage Road|
|Huntington, IN 46750|
|Phone (260) 358-1414|
|Fax (260) 358-1417|
Joe Cassidy joined FIrst Federal Wealth Advisors in 2017 and became an Investment Advisor Representative in October 2018. Joe assists individuals with personal financial matters, looking toward future goals.
Joe holds his FINRA Series 6, 63, 26, and 65 registrations as well as Life and Health Insurance licenses.
Joe is a graduate of Indiana Wesleyan with a Business Administration degree and has over 20 years financial experience. Joe has served on several non-profit boards including the Lombard Nazarene Church Board, Building Blocks for Kids, and the Warren Area Chamber of Commerce. In 2014, he won the small business of the year award for the Cincinnati area Chamber of Commerce. Currently, he serves on the board for Giving Teens Grace, a local non-profit organization. He resides in Roanoke with his wife Jami and their two children. They attend Emmanuel Community Church.
Kary Monroe, Registered Representative and AVP joined First Federal Wealth Advisors in 1992 and meets with many of our new clients. Kary helps guide clients into many investments products, including IRA's, 529 plans and a variety of mutual fund and annuity options. Kary can also provide assistance with life insurance.
Kary resides in Roanoke with her husband and has two grown children. Kary and her husband are members of Emmanuel Community Church.
Marti Evans, Office Manager joined First Federal Wealth Advisors in 2000. Marti handles client services, scheduling and new business processing. Marti holds an Indiana Life and Health License.
Marti resides in Huntington with her husband and has two sons. Marti and her husband are members of the Huntington Church of the Nazarene.
First Federal Wealth Advisors and First Federal Savings Bank are not an affiliates of OneAmerica Securities or the companies of OneAmerica and are not a broker dealers or Registered Investment Advisors.
First Federal Wealth Advisors is authorized to conduct life insurance and securities business in Indiana and may be licensed in other states. First Federal Wealth Advisors cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, First Federal Wealth Advisors, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.
Guarantees are subject to the claims paying ability of the issuing insurance company.
First Federal Wealth Advisors is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services or any other governmental agency.
Investing involves risk which includes potential loss of principal.
NOT A DEPOSIT. NOT FDIC/NCUA INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY ANY BANK OR CREDIT UNION. MAY LOSE VALUE.