Investment Advisory Services

Financial Dimensions, Inc., a Maryland registered investment advisory firm, has registered investment advisor representatives who are available to assist your financial needs. These representatives will consolidate your investments into a single investment account and manage the account based upon your personal objectives. A few of the features of a Financial Dimensions managed investment account include:

Full financial planning
Semi-annual plan reviews
No-load mutual funds
Consolidated statements
Competitive pricing options with no hidden sales charges
On-going professional investment management

Asset Allocation: An investment advisor will design a portfolio allocation to meet your specific investment objectives and individual risk tolerance level. The portfolio will be continuously monitored and reviewed to ensure that the portfolio continues to meet your investment needs.
Rollover IRA: A Financial Dimensions managed investment account is an excellent low cost alternative to costly 403B plans and other retirement plans. Upon retirement or separation your existing retirement account can be easily transferred tax free to a rollover IRA.
No-Load Mutual Funds: Our advisors have access to more than 800 mutual funds from many of the top fund companies without incurring sales charges or transaction fees.

Investments offered through Financial Dimensions, Inc. are not federally insured deposits of First Financial Federal Credit Union or any other financial institution. They involve investment risk including the possible loss of principal.

Financial Dimensions, Inc.
In The First Financial Building
1215 York Road
Lutherville, MD 21093
Phone: 410-321-6060, ext. 150
Toll free outside Baltimore metro area: 1-800-90-FFFCU
Fax: 410-321-4492
E-Mail Financial Dimensions