Meet Your Advisors
How We Work
We are confident that with our understanding of personal finance, coupled with training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Jim Nielsen
Financial Advisor, CRPS®
CRPC conferred by the College for Financial Planning
First Heritage Financial Services
jim.nielsen@firstheritage-lpl.com | 607.654.0398
Philip Lett
Financial Advisor
First Heritage Financial Services
philip.lett@firstheritage-lpl.com | 607.654.0400
Financial Goals
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First Heritage Federal Credit Union and First Heritage Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Heritage Financial Services, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Heritage Federal Credit Union or First Heritage Financial Services. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or
Any Other Government Agency
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Not Credit Union
Guarantee
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Not Credit Union Deposits
or Obligations
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May Lose
Value
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First Heritage Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.