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First Choice Financial Services, LLC

Helping You Prepare

for financial independence

Providing Retirement

income strategies

Client Focused

personalized approach

Helping to Grow and Protect Family Wealth

with a goal of leaving a substantial financial legacy

  • Investment Management
  • Retirement Planning
  • Income Planning
  • Medicare
  • Social Security Maximization

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Michael Perna

President

Michael Perna serves as President of First Choice Financial Services, LLC and First Choice Insurance Agency Incorporated.  He boasts several years’ experience within the insurance and financial services industries. Mike Perna is an approved member of the National Ethics Association for over nine years. First choice has been rated A+ by the Better Business Bureau and has been the recipient of the Compliant Free Award as well.

Michael specializes in financial planning, his strength is in the areas of retirement planning and his primary goal is to continually improve his clients’ financial position, while protecting their assets. He accomplishes these goals through a blend of financial services that are tailored to his clients’ specific financial needs.

*Insurance offered through First Choice Insurance Agency, Inc.

First Choice Financial Services, LLC

First Choice Financial Services, LLC, an State Registered Investment Advisor serving Chicago, Illinois and surrounding communities, provides Financial Planning and Asset Management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at First Choice Financial Services, LLC.

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Click the button below to read more about Mike's new book titled Retire Abundantly

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Investment Management

At First Choice Financial Services, LLC, we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to ...

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Retirement Planning

Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all ...

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Medicare

When it comes to planning your retirement, there is no shortage of components to consider. Making an income plan, deciding when and how to file for Social Security, and minimizing the impact taxes may have on your retirement ...

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Our Location

First Choice Financial Services, LLC
1301 West 22nd Street, Suite 805
Oak Brook, IL 60523
TF: 888.599.0575
P: 630.541.8344
F: 630.541.5675
info@firstchoicefin.com

Our Company

  • Our Firm
  • Retire Abundantly
  • Video Library
  • Seminars
  • Contact
  • Generational Vault

Our Services

  • Investment Management
  • Retirement Planning
  • Income Planning
  • Medicare
  • Social Security Maximization
  • Empowering Women


First Choice Financial Services LLC BBB Business Review
All written content on this site is for information purposes only. Opinions expressed herein are solely those of First Choice Financial Services LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by First Choice Financial Services LLC a Registered Investment Advisor in the State of Illinois. Insurance products and services are offered through First Choice Insurance Agency, Inc, an affiliated company. First Choice Financial Services LLC and First choice Insurance Agency, Inc are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Illinois or where otherwise legally permitted. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.Exclusive rights to this material belongs to Luson Media. Unauthorized use of the material is prohibited.