Invest, Plan & Protect

Investment management options offered through Financial Dimensions, a wholly owned subsidiary of First Financial, can help you reach your immediate and distant goals.*

HomeInvest, Plan & Protect

Build your tomorrow, today.

Financial planning for wherever you are in life.

Investment Advisory Services

Let our experts help you optimize your investments by consolidating your accounts and crafting a personalized investment plan.

Learn More  – Investment Advisory Services

Financial Planning Services

Offering friendly, professional guidance on everything from planning for a specific financial need to creating a comprehensive financial plan.

Start Planning  – Financial Services

Tax Preparation Services

Experienced tax professionals are here to prepare your income tax returns, providing convenient, swift, and cost-effective service.

Learn More  – Tax Preparation Services

Life & Long-Term Care Insurance

Helping you navigate your options for a long-term care insurance plan to financially protect you and your loved ones.

Learn More about Life & Long-Term Care Insurance

Wills & Trusts

Assisting you in creating a comprehensive estate plan to protect your assets, including your peace of mind.
Learn More about Wills & Trusts

Retirement Income Solutions

Offering personalized retirement income solutions designed to help you maximize your savings and live confidently in your next chapter.

Learn More 

Our Team

We are here to provide expert guidance. Whether you’re an experienced investor, just starting out with a small portfolio, looking for a retirement strategy or planning your child’s college education, we can help you reach your goals.

  • Lauren Botti, EA

    Financial & Tax Advisor

  • Amber O'Neill

    Financial & Tax Advisor

  • David Sitzer

    Head of Investments

    *Investments, insurance, and brokerage account products offered through or advised by Financial Dimensions LLC: 

    Not a Deposit Insured by NCUA. Not Guaranteed by the Credit Union. May Lose Value.

    Financial Dimensions LLC is a state registered investment adviser and wholly-owned subsidiary of First Financial of Maryland Federal Credit Union. Investments and brokerage account products offered through Financial Dimensions are not deposits insured by NCUA or any other government agency. Products are not guaranteed by or obligations of the credit union. All investments involve risk including the possible loss of principal. Past performance is no guarantee of future results.

    Please contact a Financial Dimensions advisor via telephone during business hours to make a timely transaction on your account. Instructions received via email or voicemail may not be honored.

    1301 York Road, Suite 103
    Lutherville, MD 21093

    fdi@firstfinancial.org   |    410-427-8967