Investment Services

With First Hope Bank's philosophy as our guide, we have selected Raymond James Financial Services as our broker/dealer to expand our list of investment services. With this relationship, our advisors are able to bring you a variety of services and advice from one of the nation's top brokerage houses while still providing the personal contact and care you have come to expect from First Hope Bank.

Our advice and services cover portfolio management and review, statements and record keeping, and several types of Investment Retirement Accounts, ranging from self-directed to managed to mutual fund varieties.

While we feel each of the services is best described in person or over the phone so we can discuss the specific advantages to you, the services are listed below to provide a basic understanding of what we provide.

Investment Management

  • Portfolio Management: The investment portfolio is managed by the Raymond James Investment Professionals at First Hope Bank on either a "discretionary" or "prior consultation basis."

Retirement Accounts

  • Mutual Fund IRAs
  • Managed Investment IRAs
  • Fixed and Variable Annuities

For a free consultation without obligation, please call or email our Investment Department. They can be reached by emailing (use links below) Lance Armstrong, Chang Lee or Steven Lyons, by calling any of our branch locations, or by visiting our Sparta, Andover, or Blairstown offices to talk with one of our Raymond James representatives. We'll also gladly meet with you at any of our other branches, in your home, or at your office.

Chang Lee

Investment Executive

email Chang

(973) 729-8333, ext. 3105

Lance Armstrong

Investment Executive

email Lance

(908) 459-6403

Steven Lyons

Registered Representative

email Steven

(973) 729-8333, ext. 3131

Please reference FINRA's BrokerCheck website for further information: click here

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment products are not insured by the FDIC or any other government agency, are not deposits or other obligations of the institution, are not guaranteed by the institution, and are subject to investment risks, including possible loss of the principal involved.

First Hope Bank is independent of Raymond James Financial Services, Inc.

This site is published for residents of the United States only. Raymond James' financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Privacy Notice