Chamber of Commerce Coordinator Meridith Layne submitted the photograph.
First Wealth Financial Group, LLP, celebrated its new location with a Chamber of Commerce Ribbon Cutting, on Friday, March 22, 2019. In 2013, Financial Advisor Joseph T. Mills had opened office space down the street, at 219 E. Main Street, Morrison, IL. His new location, 125 W. Main Street, previously occupied as offices of Crossroads Community Church, was chosen due to its “location, [more] space, and big windows,” Mills explained.
Celebrating the move, left-to-right on the sidewalk are Dana Verdick; Mark Schuler; Business Manager Brook Boyson; CFO Vickie Williams; Kevin Schisler; Mayor Everett Pannier; Stephanie Vavra. In the doorway left-to-right are, front row, Ivy and Drake Mills with the scissors; middle row, Processing Manager Teddy Allen; Dani and Financial Advisor Joe Mills; Financial Advisor Andrew Meyers; back row, Financial Advisor Pat Pollard; Founder and CEO Breton Williams.
Mills splits his time between Morrison and the First Wealth Financial Group building, below, at 1210 19th Avenue NW, Clinton, IA. Of the Morrison office Mills said, “This place is a spot to meet with [local] people. They don’t have to drive across the bridge” to discuss financial matters. “Just call Joe,” he advised, at 815-718-5933.
Founder Breton Williams has been in business 32.5 years, and Mills’s parents were his clients. “I hired Joe in April 2010,” he recalled.
First Wealth Financial Group Advisors offer
- retirement planning
- investment services
- estate planning.
