Invest & Plan

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

HomeInvest & Plan

Build your tomorrow, today.

Financial planning for wherever you are in life.

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

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

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

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

    Enrolled Agent

  • David Sitzer

    Head of Investments

  • David Gonzalez

    CFP®, CIMA®

    Sr. Financial Planner & Investment Advisor

  • Amber O'Neill

    Financial & Tax Advisor

    Schedule an appointment with us today!

    Financial Dimensions
    1301 York Road, Suite 103
    Lutherville, MD 21093

    fdi@firstfinancial.org   |    410-427-8967

    *Investments offered through Financial Dimensions are not federally insured deposits of First Financial Federal Credit Union or any other financial institution. Products are not guarantees or obligations of the credit union. They involve investment risk including the possible loss of principal.